Royal Asset Managers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,750,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
41
83% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$1,920,732
About
Royal Asset Managers, founded in 2003 and led by Michael Alexenko, CFA, serves moderate to high net worth individuals and small businesses. The firm offers discretionary asset management, financial planning, hourly investment consulting, and business retirement-plan advisory services and reports managing approximately $80 million across about 42 client relationships.
The firm’s investment approach emphasizes diversification and asset allocation over security selection or market timing, and it primarily implements portfolios with index-based investments such as ETFs from iShares and Vanguard. Clients receive written Investment Policy Statements, triannual reviews and detailed performance presentations that compare results to multiple market indices; the advisor generally manages accounts on a discretionary basis within the client’s agreed risk/return parameters.
Compared with many solo independent advisers, Royal Asset Managers also provides pension consulting and retirement-plan services to employers — including plan setup, recordkeeping coordination, participant education and oversight of SEP, SIMPLE and 401(k)/profit-sharing arrangements — and currently advises two employer-sponsored plans. The principal’s practice includes producing written materials (he has authored articles) and delivering regular client communications and performance reports, reflecting a written-communication emphasis that is less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Executive
Fee options
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
Main office location
Royal Asset Managers
St. Charles IL, United States
Number of offices
1
Most active in
Royal Asset Managers has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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