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Michael K. Budnick
Investment Adviser Representative
MOBILE: 512.814.7756

FAX: 818.441.5423


SERVICE AREA:
California, Texas
OFFICE LOCATION
106 S. Harris St. Ste. 236, Round Rock, TX 78664

2600 W. Olive Ave. 5th Floor, Burbank, CA 91505


HOURS
Monday through Friday 9 AM - 5 PM, or by appointment.
CONNECT WITH ME:
Welcome

As a FEE ONLY Investment Adviser Representative(IAR) exclusively affiliated with Royal Fund Management. Our firm manage's our client assets for a fee and receive no commissions. We serve our clients with a fiduciary standard, meaning Royal Fund Management is obligated to act in our clients best interest.

As an IAR I am compensated by way of a management fee. The amount of this fee is a percentage of the total amount of assets that are managed. As an IAR I may also charge a flat or hourly fee for comprehensive financial planning.

As an IAR I have a fiduciary relationship with my clients. Fiduciaries are required to act in good faith from both a legal and ethical perspective. As a fiduciary I must do my best to ensure that the advice we provide is made using complete and accurate information. We also have to disclose any potential conflicts of interest.

Areas of Focus
  • 401(k) Investment Advisory Service
  • Retirement Planning
  • Income Planning
  • Investment Planning
  • College Planning
  • Tax Planning
  • Healthcare Planning
  • Estate Planning

 

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