Keith Hawk
Keith Hawk is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 18 years of industry experience. Keith 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
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
Get directionsHistory
Regulatory History (3)
Criminal
August 1992Criminal
August 1992Criminal
June 1992Other Business ActivitiesSells Insurance
Keith is an insurance agent and owner of Hawk Financial Group, a sole proprietorship, since 2000. He focuses on insurance sales and FAFSA completion.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
Premier College Funding
Investors Security Company, INC.
Investors Security Company, INC.Broker
MML Investors Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.