Nicklos Naseman
Nicklos Naseman is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 17 years of industry experience. Nicklos 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
Nicklos is an insurance agent and owner at Iron Mountain Financial, Inc., selling life insurance and annuities. He also runs Nikko's Place, an Etsy retail sales business, dedicating a few hours per week to crafting and selling 3D printed items, and is president of Naseman LLC, an entity established to accept 1099 income.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Elite Investment Team LLC
Iron Mountain Financial, INC.
Mathies Financial Partners
Redhawk Wealth Advisors, INC.
Edward Jones
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.