Scott Heather
Scott Heather is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 13 years of industry experience. Scott 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 (3)
Judgment / Lien
June 2001Judgment / Lien
September 2000Judgment / Lien
April 1997Other Business ActivitiesSells Insurance
Scott is an insurance agent, spending about 10-20% of his time in this role. He also works as a tax preparer with Shaker Business Services, dedicating about a quarter of his time depending on the time of year, and spends minimal time on pre-paid legal services, sending out cards, and CCM.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
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.