Russell
Wagner

Royal Fund Management, LLC

CRD#3262942
Investment Advisor
in Lady Lake, FL

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About this Advisor

Russell Wagner is a financial advisor operating in Lady Lake, Florida with a total of 7 years of industry experience. Wagner works at Royal Fund Management, LLC. The advisor has gained experience at American Retirement Systems and Royal Fund Dba Wagner Investment & Retirement Advisors. Wagner holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Iowa and Texas. Royal Fund Management, LLC is a registered investment company based out of Lady Lake, FL. The firm has offices in 83 locations and a total of 90 employees. It oversees $1 billion in assets across its 10,564 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 10,564 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on the type of services offered. However, fee types billed by Royal Fund Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1515 Buenos Aires Blvd
Lady Lake, FL 32159

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,084,035,879

FL Average: $1,855,561,029
Total Number of Employees

90

FL Average: 62
Total Number of Accounts

10,564

FL Average: 2,474
Average Account Size

$102,616

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Russell Wagner Work History

Russell has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Royal Fund Dba Wagner Investment & Retirement Advisors

2009 - 2018 (9 years)

American Retirement Systems

*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 Russell Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Fund Management, LLC

Judith Carlson
Lone Tree, CO
Lincoln Mcrae
Lady Lake, FL
Frederick Wright
Orlando, FL
Jonathan Jung
Casselberry, FL
Millard Norris
Lady Lake, FL
John Snyder
Denver, CO
John Poolman
Lady Lake, FL
Hunter Von Unschuld
Lady Lake, FL

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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