David Latch
David Latch is a CFP-designated registered investment advisor at Royal Fund Management, LLC, based in Frederick, MD, with 15 years of industry experience. David 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
Frederick, MD
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
David is the President and an insurance agent at Liberty Insurance, LLC since 2010, focusing on life, disability, annuity, and long-term care insurance. He spends about 10-20% of his time on this, with 60 hours per month during security trading hours.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
State Registrations2 states
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
- Leah Woodly, CFPDorval & Chorne Financial Advisors
- Ivan Santos, CFPKestra Advisory Services, LLC
- Lisa Dewing, CFPOsaic Wealth, INC.
- Timothy Stolz, CFPBestgate Wealth Advisors, LLC
- Paul Hynes, CFP
- William Ehrenpreis, ChFC