Matthew Jackson
Matthew Jackson is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 14 years of industry experience. Matthew 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
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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
Matthew is the President of Rocky Mountain Long Term Care, Inc. since 2004, providing insurance-related advice and products, and President/IAR of Colorado Elite Retirement Planning, LLC since 2011, together taking up nearly full-time. He also dedicates a few hours per week as President/Author of Dreammaker Lifestyle, LLC and minimal time as Chief Philanthropy Officer for Colorado Bowhunters Association Foundation.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Royal Fund Management, LLC
American Elite Retirement
State Registrations2 states
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