Advisor at Royal Fund Management, LLC
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Firm
Royal Fund Management, LLC
Location
Clinton, OK 73601
Credentials
Series 63, Series 66
Industry experience
31 years
Bryan Baca is a financial advisor with Royal Fund Management, LLC in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked with Advanced Financial Strategies, Inc. since 1997 and has held roles at several other firms including Summit Financial Group Inc and Vsr Advisory Services. Outside of advising, he owns and operates a small cow/calf cattle ranch. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances and provides specialized services such as non-discretionary and discretionary management for defined contribution plan participants.
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 Street
Clinton, OK 73601
Oklahoma · Texas
ROYAL FUND MANAGEMENT, LLC DBA Advanced Financial Strategies
2016 - Present (10 years)
Summit Financial Group Inc
2016 - 2016 (1 year)
Summit Brokerage Services, Inc.
2016 - 2016 (1 year)
Vsr Advisory Services
2014 - 2016 (2 years)
Vsr Financial Services, Inc
2014 - 2016 (2 years)
Advanced Financial Strategies, Inc
1997 - Present (29 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
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West Oak Wealth
Series 65
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Gibco Capital Advisors
Series 65
Weatherford, OK
West Oak Wealth
Series 63, Series 66
Clinton, OK
Gibco Capital Advisors
CFP®, Series 65
Clinton, OK
Royal Fund Management, LLC
Series 66
Clinton, OK
Cetera
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