Michael Alexenko is a CFA-designated registered investment advisor at Royal Asset Managers, based in St. Charles, IL, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $80M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
There is a minimum annual fee of $6,000. Fees for accounts over $5,000,000 are negotiable. An additional $500 annually may be charged for every account in excess of two within a client relationship. Paying by check adds a 0.10% surcharge.
St. Charles, IL
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