Royal Fund Management
- Company typePrivate
- Founded2007
- HeadquartersThe Villages, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
Royal Fund Management firmographics
Firmographics- Name
- Royal Fund Management
- Legal name
- Royal Fund Management, LLC
- Website
- https://royalfundmanagement.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Royal Fund Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Royal Fund Management is headquartered
LocationHeadquarters
- HQ city
- The Villages
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Royal Fund Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Fees: Royal Fund Management operates as a fee-only investment adviser, meaning it does not earn commissions from selling financial products. The firm earns revenue through advisory fees charged to clients for investment management services. This fiduciary model aligns the firm's interests with those of its clients.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Royal Fund Management product offering
Product offeringCore offering
Royal Fund Management is a fee-only registered investment adviser providing independent fiduciary investment advisory services to individual investors. The firm manages portfolios on a discretionary basis, advises on 401(k) accounts through its 401k Maneuver program, and produces regular market commentary content, without selling financial products or earning commissions.
Product overview
Royal Fund Management is a fee-only investment advisory firm offering independent fiduciary services. The core offering is investment advisory services that prioritize client interests without commission-based product sales. Additional services include 401(k) account management through the 401k Maneuver program and market commentary videos. The firm does not sell financial products or receive commissions, maintaining a fiduciary obligation to clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services Fee-only investment advisory service providing independent fiduciary responsibility for individual investors, without selling financial products or receiving commissions. The firm is obligated to act in the client's best interest and manages portfolios based on individual goals and long-term investment strategy.
- 401(k) Management (401k Maneuver) 401(k) account management and guidance service that helps employees grow and protect their retirement accounts, branded as the 401k Maneuver program.
Companies that use Royal Fund Management
Customer profileSegments1 record
Ideal customer profiles1 record
Royal Fund Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Royal Fund Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles SchwabcoreRoyal Fund Management clients access their accounts through Schwab's custodial platform. The firm maintains Client Account Access and IAR Access portals linked to Schwab's systems, indicating a technology partnership for account administration and custody services.
Recent moves5 records
Expansion highlights4 records
Royal Fund Management competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large fee-only RIA serving individual and family clients across the U.S. with discretionary portfolio management and retirement planning. Closely comparable to RFM in fiduciary model, customer type, and recurring advisory fee revenue structure.
- Mariner Wealth Advisors: National fee-only RIA providing investment advisory, financial planning, and retirement services to individuals and institutions. Comparable in fiduciary structure, retail client focus, and recurring advisory fee model.
- Carson Group: RIA platform serving individual investors with fee-only wealth management and 401(k) advisory services. Direct overlap with RFM in client segment (retail investors), 401(k) advisory offering, and fee-based fiduciary model.
- Buckingham Strategic Wealth: Fee-only RIA delivering fiduciary investment management and retirement planning to individuals nationwide. Closely aligned with RFM in fee-only structure, individual-investor focus, and recurring advisory revenue.
Broad incumbents
- Edelman Financial Engines: Largest U.S. independent RIA combining Edelman Financial Services with Financial Engines' workplace 401(k) advisory. Overlaps RFM in retail retirement advice but operates at national scale with a workplace channel RFM cannot match.
- Fisher Investments: Large RIA primarily managing portfolios for high-net-worth retail investors. Same individual-investor client profile and discretionary portfolio management approach as RFM, but at materially larger AUM scale.
Emerging players
- Facet Wealth: Flat-fee digital RIA serving mass-affluent and HNW clients with fiduciary planning and investment advice. Competitively comparable to RFM in retail advisory market but differentiated by flat-fee digital delivery model.
- Personal Capital / Empower: Hybrid digital RIA combining automated portfolio management with human advisors for mass-affluent and HNW clients. Similar end-customer and competing against RFM's discretionary advisory service with a tech-enabled model.
- Betterment: Leading U.S. robo-advisor offering automated discretionary portfolio management to retail investors. Competes with RFM for retirement-savings-focused clients, particularly cost-conscious mass-market segments.
Others
- Charles Schwab Intelligent Portfolios: Schwab's robo-advisor platform competing directly for mass-affluent clients via automated portfolio management. Relevant as RFM's custody partner and a competitive substitute for its advisory service at the lower end of the wealth spectrum.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Royal Fund Management social profiles
Digital presenceRoyal Fund Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Royal Fund Management leadership team
Management profileNumber of profiles
Profiles1 record
Royal Fund Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Royal Fund Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Royal Fund Management
What does Royal Fund Management do?
Royal Fund Management is a fee-only registered investment adviser providing independent fiduciary investment advisory services to individual investors. The firm manages portfolios on a discretionary basis, advises on 401(k) accounts through its 401k Maneuver program, and produces regular market commentary content, without selling financial products or earning commissions.
Is Royal Fund Management a public or private company?
Royal Fund Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Royal Fund Management founded?
Royal Fund Management was founded in 2007. It employs 101 to 250 people.
Where is Royal Fund Management based?
Royal Fund Management is headquartered in The Villages, United States, in the North America region.
How does Royal Fund Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Royal Fund Management's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Carson Group and Buckingham Strategic Wealth. Broad incumbents are Edelman Financial Engines and Fisher Investments. Emerging players are Facet Wealth, Personal Capital / Empower and Betterment. Charles Schwab Intelligent Portfolios is listed as an others.
Does Royal Fund Management have an API?
No public API is recorded for Royal Fund Management.
What industry is Royal Fund Management in?
Royal Fund Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.