Harlan
Hogrefe
Royal Fund Management, LLC
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About this Advisor
Harlan Hogrefe is a financial advisor who works out of Onalaska, Wisconsin with 10 years of industry experience. Hogrefe is an advisor for Royal Fund Management, LLC. Their career trajectory has included roles at American Elite Retirement, American Retirement Systems (Imo), Family Financial Group Inc, Royal Fund Mngmnt Dba Family Financial Retirement Systems LLC and Legacy Solution (Imo). Hogrefe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Royal Fund Management, LLC is a registered investment company headquartered in Lady Lake, FL. It has offices in 83 locations and a total of 90 advisors. It handles $1 billion in assets under management among its 10,564 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 10,564 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Royal Fund Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely depend on which service is provided. Fees billed by Royal Fund Management, LLC likely consist of any combination 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
Harlan Hogrefe Work History
Harlan has been registered as a financial advisor for 10 years.*
Legacy Solution (Imo)
Royal Fund Mngmnt Dba Family Financial Retirement Systems LLC
Family Financial Group Inc
American Elite Retirement
American Retirement Systems (Imo)
*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 Harlan Hogrefe 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
Lady Lake, FL
Denver, CO
Lady Lake, FL
Casselberry, 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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