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Camden Sprouse

1 Year of Experience
Sells Insurance

Camden Sprouse is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 1 years of industry experience. Camden 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
4,966 clients
Average Client Portfolio
$314K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $1.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1515 Buenos Aires Blvd, Lady Lake, FL, 32159

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Camden is an independent licensed insurance agent with Sprouse Financial, selling fixed annuities, life insurance, and other ancillary insurance products. Camden also owns KC Medicare Advisors, where he guides individuals in choosing Medicare plans; both activities take a few hours per week.

Employment History
Current Registrations
Royal Fund Management, LLC
August 2024 - Present · 1 yr 8 mos
State Registrations2 states
MOTX
Advisor

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
No exam information available for this advisor.