Barth Frankenberry
Barth Frankenberry is a registered investment advisor at Royal Fund Management, LLC, based in LaVale, MD, with 3 years of industry experience. Barth 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
1254 Vocke Rd, Suite A, LaVale, MD, 21502
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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
Barth is a sole proprietor of Frankenberry Insurance Group, selling life, health insurance, and annuities, dedicating nearly full-time hours to this. He also owns Frankenberry Properties LLC, a property management firm, dedicating about 10% of his time to it.
Employment History
Current Registrations
Royal Fund Management, LLC
State Registrations1 state
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