Advisor at Royal Fund Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Royal Fund Management, LLC
Location
Spirit Lake, IA
Credentials
Series 63, Series 65
Industry experience
15 years
Financial Planning fixed fees between $250 and $10,000, negotiable
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% (Financial Consulting Services - Advice on Held Away Assets) Over $100,000 - $1,000,000: 0.375% (Financial Consulting Services - Advice on Held Away Assets) Over $1,000,000+: 0.3125% (Financial Consulting Services - Advice on 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 sold by IARs may pay commissions; conflicts disclosed
Financial Planning hourly fee: $250 per hour
Account minimum: No account minimum for standard portfolio management; $100,000 minimum for options strategy Minimum fee: Minimum fee of $120 per year for Financial Consulting Services and Participant Account Management Fee-only: Financial Planning fees are fixed or hourly (fixed fees between $250 and $10,000+, hourly $250/hour)
Royal Fund Management, LLC
2015 - Present (11 years)
INSURANCE AGENT dba BREUKER FINANCIAL STRATEGIES
2005 - Present (21 years)
Hbw Insurance & Financial Services, Inc.
2005 - 2024 (19 years)
Breuker Management Services, Inc.
1989 - Present (37 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.
ChFC®, Series 66
Milford, IA
Edward Jones
Series 66
Milford, IA
Edward Jones
Series 66
Estherville, IA
Edward Jones
Series 63, Series 65
Sioux Falls, SD
Merrill
Jeffrey Edman serves as Senior Resident Director in the Sioux Falls, South Dakota office of Merrill, a role he has held since 1998. He has been a Financial Advisor with Merrill since 1996 and has over 30 years of experience in the financial services industry. Jeff focuses on delivering comprehensive wealth management solutions that help clients achieve their financial goals at all stages of life, from college education planning to retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a broad range of Merrill model portfolios and third-party investment options. Jeff holds a Bachelor of Arts degree in Business Management from the University of South Dakota. He also maintains Series 7, Series 9, Series 10, and Series 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His professional recognition includes being named to Barron's "Top 1,000 Financial Advisors" list in 2010 and 2011, as well as being part of The Edman Group, which was included in the 2023 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional activities, Jeff’s personal interests include basketball, boating, football, golfing, hunting, reading, skiing, swimming, traveling, and spending time with his family.
Series 63, Series 66
Spirit Lake, IA
Northwest Wealth Management, LLC
CFP®, Series 65
Spirit Lake, IA
Northwest Wealth Management, LLC
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