Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Victor Berlau is a registered Investment Advisor Representative with Royal Fund Management, LLC. Michael has been in the financial industry since 2007 and holds a Series 65 license. Michael’s areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors. Michael is also the owner and operator of Creative College Consultants, an educational consulting firm, and Estate Guru, an estate planning software company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
08/30/2021 - Present
Royal Fund Management, LLC (Leawood KS)
IA
Issued 04/11/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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