Frederick Wright
Frederick Wright is a registered investment advisor at Royal Fund Management, LLC, based in Orlando, FL, with 26 years of industry experience. Frederick 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
Orlando, FL
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
Frederick is the President of Lifetime Capital Management, an insurance business, since 2017. He spends a few hours per week servicing existing insurance clients.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Nbc Securities, INC.
Nbc Securities, INC.Broker
J.W. Korth and Company
J.W. Korth & CompanyBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Fnb Brokerage Services, INC.
Fnb Brokerage Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Cuso Financial Services, L.P.Broker
TD Waterhouse Investor Services, INC.Broker
Painewebber IncorporatedBroker
PNC Brokerage CORPBroker
L.O. Thomas & CO. INC.Broker
Delaware Distributors, L.P.Broker
Dean Witter Reynolds INC.Broker
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.