Shelli Richardson
Shelli Richardson is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 19 years of industry experience. Shelli 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
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
Shelli is the CEO/Treasurer/President of Shelli Richardson Insurance Agency, Inc. dba Richardson Retirement Solutions, a licensed insurance agency. She spends a few hours per week selling life and fixed annuity insurance products.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Impact Partnership Wealth, LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Prudential Financial Planning Services
Royal Fund Management, LLC
Proequities, INC.Broker
Next Financial Group, INC.Broker
Lincoln Financial Securities CorporationBroker
Terra Securities CorporationBroker
Capital Brokerage 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.