Michael Alexenko
Advisor at Royal Asset Managers
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.
Advisor at Royal Asset Managers
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.
Location
St. Charles, IL
Credentials
CFA®, Series 63
Industry experience
23 years
Michael Alexenko is a CFA® charterholder with 23 years of industry experience, serving as the sole advisor at Royal Asset Managers in St. Charles, IL since 2003. He holds the Series 63 designation and has authored numerous articles and periodic commentary. Alexenko also runs targeted programs for smaller and military clients and coordinates plan recordkeeping through selected custody arrangements. Royal Asset Managers provides discretionary asset management, financial planning, investment consulting, and business advisory services to moderate- to high-net-worth individuals, small businesses, and employer-sponsored retirement plans. The firm emphasizes diversification and client-specific investment policy statements, using index funds and ETFs to manage portfolios with equity allocations ranging from 0% to about 85%, and is notable for its pension consulting and retirement-plan management services.
Based on Royal Asset Managers
Based on Royal Asset Managers
Financial planning services charged a minimum of $3,250 if not an investment client; 'Getting Started' program fees $1,000 to $1,500 depending on investable funds
$0 - $1,000,000: 0.80% (80 basis points) $1,000,001 - $3,000,000: 0.60% (60 basis points) $3,000,001 - $4,000,000: 0.50% (50 basis points)
$300 per hour for investment consulting services
Account minimum: $500,000 Minimum fee: Minimum of $6,000 per year for discretionary asset management Fee-only: Fees based on assets under management; no commissions or 12b-1 fees earned by the firm
St. Charles, IL
Illinois
Royal Asset Managers, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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