Kimball Kistler
Kimball Kistler is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 31 years of industry experience. Kimball 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 (1)
Regulatory
March 1983Other Business ActivitiesSells Insurance
Kimball works separately as an independent insurance agent, earning commissions on transactions for his clients.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Regal Investment Advisors LLC
Kimball T. Kistler INC.
D.E. Frey & Company, INC.Broker
Vtr Capital, INC.Broker
World Securities CorporationBroker
Churchill Securities, INC.Broker
Rocky Mountain Securities & Investments, INC.Broker
B.C. Christopher Securities CO.Broker
Wall Street West, INC.Broker
Evan Ryan Securities, INC.Broker
Wall Street West, INC.Broker
Holt, Olinger & CO., INC.Broker
First Colorado Investments & Securities, INC.Broker
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.