Nathanial Chapel
Nathanial Chapel is a registered investment advisor at Royal Fund Management, LLC, based in Hoffman Estates, IL, with 8 years of industry experience. Nathanial 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
5400 Prairie Stone Pkwy, Hoffman Estates, IL, 60192
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
Nathanial is the President and an insurance agent at Chapel Financial Group Inc. since 2017, focusing on fixed annuities, Medicare supplements, life insurance, and long-term care, taking about half of his time. He also receives revenue as an owner/insurance agent at Chapel Financial Group since 2013, and is the President of Chapel Wealth Management since 2022.
Employment History
Current Registrations
Royal Fund Management, LLC
State Registrations1 state
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