Royal Fund Management, LLC offers personalized investment management and financial planning services. The firm builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing strategies that include fundamental, technical, and cyclical analysis. In addition to standard portfolio management, Royal Fund Management provides financial planning, consulting on assets held away such as variable annuities, participant account management for retirement plans like 401(k)s, and pension consulting services for employers. The firm works with individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations.
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.