Michael
Berlau
Royal Fund Management, LLC
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About this Advisor
Michael Berlau is a financial advisor based in Leawood, Kansas with a total of 6 years of relevant experience. Berlau is on the advisory team at Royal Fund Management, LLC. Their career trajectory has included roles at Estatedocspro, D/B/A Creative College Consultants and Royal Fund Management, LLC. Berlau holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Kansas and Texas. Royal Fund Management, LLC is a financial advisory firm that has its headquarters in Lady Lake, FL. The investment advisory business has offices in 83 locations and a total of 90 people on staff. It oversees $1 billion in assets across its 10,564 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 10,564 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules are based on which services are offered. Fee types charged by Royal Fund Management, LLC likely are comprised of 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
Michael Berlau Work History
Michael has been registered as a financial advisor for 6 years.*
Estatedocspro
Royal Fund Management, LLC
D/B/A Creative College Consultants
*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 Michael Berlau 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
Lone Tree, CO
Denver, CO
Lady Lake, FL
Casselberry, FL
Lady Lake, FL
Orlando, FL
Lady Lake, FL
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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