Advisor at Royal Fund Management, LLC
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Firm
Royal Fund Management, LLC
Location
La Vale, MD 21502
Credentials
Series 63, Series 65
Industry experience
21 years
Millard Norris is a financial advisor at Royal Fund Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management since 2014 and Nexus Financial Group since 2019. In addition to his advisory role, he sells insurance products including annuities and health and Medicare supplements. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, pension consulting, and participant account management, employing fundamental, technical, and cyclical analysis to implement strategies aligned with client risk tolerances.
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
1254 Vocke Rd, Suite A
La Vale, MD 21502
Kansas · Maryland
Nexus Financial Group
2019 - Present (7 years)
Royal Fund Management, LLC
2014 - Present (12 years)
Norris Financial Solutions
2012 - 2019 (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.
CFP®, Series 66
Cumberland, MD
&PARTNERS
CFP®, Series 63, Series 65
Cumberland, MD
Prospera Financial Services, inc.
CFP®, Series 63, Series 65
Cumberland, MD
&PARTNERS
CFP®, Series 66
Cumberland, MD
Prospera Financial Services, inc.
Series 66
Cumberland, MD
&PARTNERS
Series 65
La Vale, MD
Royal Fund Management, LLC
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