John Lawrence
John Lawrence is a registered investment advisor at Royal Fund Management, LLC, based in Bonner Springs, KS, with 25 years of industry experience. John 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
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% |
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
Location
111 Oak Street, Bonner Springs, KS, 66012
Get directionsHistory
Regulatory History (1)
Financial
November 2018Other Business ActivitiesSells Insurance
John is the President, Owner, and Founder of Camino Consulting, LLC, an insurance brokerage, since 2014. He dedicates nearly full-time hours to wholesale life insurance.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Proequities, INC.Broker
Interlink Securities CORP.Broker
Interlink Securities CORP.Broker
Princor Financial Services CorporationBroker
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.
Exams
More Advisors
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