California, Texas, Tennessee
106 S. Harris St. Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
Monday through Friday 9 AM - 5 PM, or by appointment.
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
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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