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I am an Investment Adviser for Royal Fund Management.

Royal Fund Management offers Independent Fiduciary Responsibility.

 

As a fee only investment advisory firm, Royal Fund Management does not sell financial products or receive commissions. Therefore, we are obligated to act in the best interest of our clients.

 

We believe that the fee based advisory platform increases the potential to add value. Why? There are no product commissions to cloud the advisers judgment when choosing appropriate investments and the firm’s compensation is directly correlated to the value of a client’s managed account.

 

At Royal Fund Management, we will evaluate the current investments of each client and review individual objectives. Investments will be suggested adhering to the fiduciary duty of keeping our client first. Clients grant discretionary authority so the adviser can select securities and execute transactions deemed to be in the best interest of each client.

For more information, go to www.royalfundmanagement.com/robertnorris

 

Link to Form CRS: 

Form-CRS_RFM_10-20-20.pdf (royalfundmanagement.com)

 

Investment Advisory Services offered through Royal Fund Management LLC a SEC Registered Investment Advisory Firm.

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2 South Vann Street
Pryor
Oklahoma
74361
(918) 530-1529
7633 East 63rd Place
Suite 300
Tulsa
Oklahoma
74144

This is a solicitation for insurance. Submitting information or calling numbers listed on this website will direct you to a licensed Agent/Broker.

Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Investment Advisory Services offered through Royal Fund Management LLC a SEC Registered Investment Advisory Firm.

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