William
Foley

Royal Fund Management, LLC

CRD#6454080
Investment Advisor
in Lady Lake, FL

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About this Advisor

William Foley is a financial advisor who works in Lady Lake, Florida with 8 years of relevant experience. Foley currently works for Royal Fund Management, LLC. Foley has gained experience at Golden Years Insurance Group, Inc, Integrated Trust Systems and Royal Fund Management, LLC. Foley holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Florida. Royal Fund Management, LLC is an advisory firm headquartered in Lady Lake, FL. The company has offices in 83 locations and a total of 90 advisors. It has $1 billion in assets across its 10,564 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 10,564 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Royal Fund Management, LLC offers 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 fees are based on which services the firm provides the client. Fee types charged by Royal Fund Management, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 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

William Foley Work History

William has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Royal Fund Management, LLC

2011 - Present (13 years)

Golden Years Insurance Group, Inc

2017 - 2022 (5 years)

Integrated Trust 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 William Foley 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
Jonathan Jung
Casselberry, FL
Lincoln Mcrae
Lady Lake, FL
John Snyder
Denver, CO
Millard Norris
Lady Lake, FL
Frederick Wright
Orlando, FL
William Foley
Lady Lake, FL
Craig Merz
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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