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Terry Tyler

Royal Fund Management, LLC
29 Years of Experience
Lakewood, CO
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Terry Tyler is a registered investment advisor at Royal Fund Management, LLC, based in Lakewood, CO, with 29 years of industry experience. Terry 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.

Royal Fund Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 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%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

355 South Teller Street, Suite 200, Lakewood, CO, 80226

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 1998
Final
Criminal
September 1974
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry is the President and Sole Owner of Durango Capital, Inc. DBA Legacy Retirement Services, where he is involved in asset management, annuity sales, and life insurance sales, dedicating about 10-20% of his time. He is also President of Durango Capital Inc. DBA Durango Capital Investments, focusing on advisory income.

Employment History
Current Registrations
Royal Fund Management, LLC
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
Leonard Financial Group
September 2014 - November 2015 · 1 yr 2 mos
Royal Fund Management, LLC
September 2013 - March 2015 · 1 yr 6 mos
Regal Investment Advisors LLC
March 2013 - March 2015 · 2 yrs
Synergy Investment Group, LLCBroker
June 2008 - September 2008 · 3 mos
Synergy Investment Group, LLC
June 2008 - September 2008 · 3 mos
American Investment Services
December 2007 - November 2012 · 4 yrs 11 mos
Brookstreet Securities CorporationBroker
December 2005 - June 2006 · 6 mos
Rocky Mountain Securities & Investments, INC.Broker
January 1995 - April 1995 · 3 mos
John G. Kinnard and Company, IncorporatedBroker
February 1993 - February 1993 · 0 mos
Franklin-Lord, INC.Broker
January 1993 - January 1993 · 0 mos
Chatfield Dean & CO., INC.Broker
July 1991 - November 1992 · 1 yr 4 mos
First Choice Securities CORP.Broker
June 1991 - June 1991 · 0 mos
L.F. Thompson & CompanyBroker
March 1989 - June 1989 · 3 mos
Power Securities CorporationBroker
October 1987 - February 1989 · 1 yr 4 mos
The Stuart-James Company, INC.Broker
March 1986 - September 1987 · 1 yr 6 mos
E. J. Pittock & CO., IncorporatedBroker
July 1985 - November 1985 · 4 mos
Genesis Capital CorporationBroker
July 1984 - July 1985 · 1 yr
B. J. Leonard and Company, INC.Broker
September 1983 - July 1984 · 10 mos
First Colorado Investments & Securities, INC.Broker
May 1980 - August 1983 · 3 yrs 3 mos
State Registrations1 state
CO
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.
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