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William Rocco Foley

Royal Fund Management, LLC

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About William Rocco Foley

William Rocco Foley is an investment advisor representative at Royal Fund Management, LLC, based in Lady Lake, FL. William Foley has been in the industry since 2011 and is registered with the state of Florida. William Foley's firm, Royal Fund Management, LLC, provides financial planning, portfolio management, and other advisory services. William Foley also assists consumers through the Insurance Property Claims Settlement Process as an Independent Insurance Agent/Licensed Public Adjuster, a position separate from the firm.

Firm Information

William Foley is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor to other advisers

Sub-advisor to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Foley’s Registration & Firm History

FL

08/17/2015 - Present

Royal Fund Management, LLC (LADY LAKE FL)

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Licenses & Designations

IA

Issued 06/17/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Rocco Foley.
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