Kimball
Kistler
Royal Fund Management, LLC
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About this Advisor
Kimball Kistler is a financial advisor operating in Lady Lake, Florida with a total of 10 years of relevant experience. Kistler is an employee of Royal Fund Management, LLC. Over the course of their career, they have held roles at Kistler Capital Management, Regal Investment Advisors and Royal Fund Management. Kistler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Royal Fund Management, LLC is a business that has its headquarters in Lady Lake, FL. It has offices in 83 locations and a total of 90 people on staff. It oversees $1 billion in assets between its 10,564 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 10,564 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. Royal Fund Management, LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by Royal Fund Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kimball Kistler Work History
Kimball has been registered as a financial advisor for 10 years.*
Regal Investment Advisors
Royal Fund Management
Kistler Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimball Kistler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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