Advisor at Royal Fund Management, LLC
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Firm
Royal Fund Management, LLC
Location
Clinton, OK 73601
Credentials
CFP®, Series 65
Industry experience
5 years
Briley Baca is a CFP® and Series 65-registered advisor with Royal Fund Management, LLC, bringing five years of industry experience. He has held roles at Royal Fund Management and Advanced Financial Strategies, Inc., and previously worked in telecommunications and education. Baca serves as Treasurer for the Weatherford Rotary Club, managing the organization’s finances. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis for investment strategies and offers services including third-party money manager oversight and options-writing overlays.
Based on Royal Fund Management, LLC
Based on Royal Fund Management, LLC
Financial Planning fixed fees range from $250 to $10,000 or more
Under $100,000 - $100,000: 2.00% $100,000 - $1,000,000: 1.50% Above $1,000,000+: 1.25% $100,000 - $250,000: 2.00% (options strategy) $250,001 - $500,000: 1.75% (options strategy) $500,001+: 1.50% (options strategy) $0 - $100,000: 0.5% quarterly (Financial Consulting Services - held away assets) Over $100,000 - $1,000,000: 0.375% quarterly (Financial Consulting Services - held away assets) Over $1,000,000+: 0.3125% quarterly (Financial Consulting Services - held away assets) $0 - $200,000: 0.25% quarterly (Participant Account Management) Over $200,000 - $500,000: 0.20% quarterly (Participant Account Management) Over $500,000+: 0.15% quarterly (Participant Account Management)
Insurance products may pay commissions; conflicts disclosed
Financial Planning hourly fee: $250/hour
Account minimum: $100,000 for options strategy; no minimum for standard portfolio management Minimum fee: $120 per year minimum fee for Financial Consulting Services on held away assets and Participant Account Management Fee-only: Financial Planning fees: Fixed fees $250 to $10,000+; Hourly fees $250/hour
110 S. 13th St.
Clinton, OK 73601
Oklahoma · Texas
Royal Fund Management, LLC DBA Advanced Financial Strategies
2020 - Present (6 years)
Advanced Financial Strategies, Inc
2020 - Present (6 years)
Pioneer Telephone Coop
2019 - 2020 (1 year)
GR Energy Services
2019 - 2019 (1 year)
Southwestern Oklahoma State University
2016 - 2019 (3 years)
Clinton Public Schools
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Weatherford, OK
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West Oak Wealth
Series 63, Series 66
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Gibco Capital Advisors
Series 63, Series 66
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Royal Fund Management, LLC
Series 66
Clinton, OK
Cetera
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