CB
CB

Clement Brandenburg

20 Years of Experience
Palm Beach Gardens, FL
Sells Insurance

Clement Brandenburg is a registered investment advisor at Royal Fund Management, LLC, based in Palm Beach Gardens, FL, with 20 years of industry experience. Clement operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
4,966 clients
Average Client Portfolio
$314K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $1.0M1.50%
$1M+1.25%

Options strategy has a separate fee schedule ranging from 1.50% to 2.00%. Dividend enhancement overlay strategy adds 0.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4440 PGA Blvd, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Clement is the owner of Clement Brandenburg Jr CPA, PA, an accounting and investment-related business, since 1985. Since 2020, he is also the owner and insurance agent at Brandenburg Financial LLC, selling insurance products.

Employment History
Current Registrations
Royal Fund Management, LLC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Belpointe Asset Management LLC
December 2016 - March 2017 · 3 mos
Tuttle Wealth Management, LLC
December 2008 - March 2017 · 8 yrs 3 mos
Fsc Securities Corporation
May 2006 - November 2008 · 2 yrs 6 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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