Advisor at Royal Fund Management, LLC
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Firm
Royal Fund Management, LLC
Location
Stuart, IA 50250
Credentials
Series 65
Industry experience
9 years
Russell Wagner is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at American Retirement Systems. Wagner is also an independent licensed insurance agent based in Stuart, Iowa. Royal Fund Management serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as options writing and access to select non-traded REITs.
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
111 Nw 2nd St, Suite 200
Stuart, IA 50250
Iowa · Texas
ROYAL FUND dba WAGNER INVESTMENT & RETIREMENT ADVISORS
2016 - Present (10 years)
American Retirement Systems
2009 - 2018 (9 years)
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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.
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