Royal Fund Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Clients may terminate their contracts without penalty within five business days of signing the advisory contract. 8 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Royal Fund Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days' written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”

How Royal Fund Management, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.

About Royal Fund Management, LLC

• Firm size: 93 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$120 minimum fee (stated in brochure)

Clients

4,940

Employees

93

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$1,557,484,260

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

144434

Website

instagram.com/401kmaneuver (opens in new tab)

Phone

(352) 750-1637

Can advise clients in 44 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

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