Harry Coussou
Harry Coussou is a registered investment advisor at Royal Fund Management, LLC, based in Beaumont, TX, with 25 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule. An additional 0.25% is charged for the Dividend Enhancement Overlay Strategy. Accounts managed with option strategies have a different fee schedule: $100,000 - $250,000: 2.00%, $250,001 - $500,000: 1.75%, $500,001 and Above: 1.50%. Fees are negotiable.
Fee Estimator
Location
8141 Gladys Ave, Suite 101, Beaumont, TX, 77706
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Harry is an independent licensed insurance agent since 1982, selling annuities and life insurance, dedicating full-time hours to this activity. He also owns Safe Harbor Estate & Retirement Planners, LLC, but spends no time on it.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
Princor Financial Services Corporation
1717 Capital Management Company
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.