Donald Breuker
Donald Breuker is a registered investment advisor at Royal Fund Management, LLC, based in Spirit Lake, IA, with 15 years of industry experience. Donald 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
Spirit Lake, IA
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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
Donald is a licensed independent insurance agent doing business as Breuker Financial Strategies since 2005, selling term, whole life, IUL, and long-term care insurance, taking about a third of his time. He is also an officer of Breuker Management Services, Inc., a property management company, but the business is currently inactive.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Hbw Advisory Services LLC
State Registrations1 state
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