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Total: 26 results found.

The Best Investing Advice for Beginners (From 13 Experts)

Created on Friday, 02 October 2015. Posted in Content/our blog

... consider it to be like a built-in investment return on the funds you invest. If you contribute $2,500 annually and your employer kicks in $1,200 then your assets have an automatic capital gain of 48% ...

Why Goals-Based Investing Might Be Right for You

Created on Thursday, 24 September 2015. Posted in Content/our blog

... analyst (CFA) of Royal Asset Managers.The ad-hoc decisions Alexenko mentions might make sense in the moment though they can have a disastrous impact on a portfolio in the long-term. Think of the goal-based ...

Paying for a Financial Adviser

Created on Wednesday, 09 September 2015. Posted in Content/our blog

... other type of fee is a percentage of the assets that the financial adviser will take to manage a portfolio. According to financial advisers whom we interviewed, typical asset-management fees can vary. ...

Budget Items That Shouldn't Be Overlooked

Created on Wednesday, 24 June 2015. Posted in Content/our blog

... faces foreclosure. "Family support is an area for which most people don't want or don't want to think about to budget," says Michael Alexenko, a financial advisor and president of Royal Asset Managers ...

Solution Development

Created on Thursday, 07 August 2014. Posted in Content/Financial Planning

... you to have a conversation with an experienced attorney. We offer attorney referrals and also work with you to ensure that you title your assets in a way that is consistent with your executed estate planning ...

Financial Planning

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

... to be a process that will satisfy their curiosity and concern about whether they have sufficient assets to last through their life expectancy. That is the primary purpose that we too believe is served ...

Discretionary Asset Management

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

When people hire an investment advisor they still want to retain some control over the decisions that are made with their assets but typically want to delegate the responsibility of portfolio construction ...

Investment Advisory and Consultation

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

Some individual investors enjoy maintaining self-directed accounts in which to conduct securities transactions. They may have the time and interest to manage assets, but yet they may want to consult a ...

Don’t Let External Factors Force You to Commit Strategy Errors

Created on Friday, 06 June 2014. Posted in Content/our blog

... management have been repealed. Diversification, asset allocation and risk tolerance remain critically important to building a portfolio that is tailored to the specific needs of each individual investor. ...

Our Principles

Created on Monday, 30 April 2012. Posted in Content/about

Royal Asset Managers is founded on principles that guide us to focus on the things that are most important to investors and our clients: Integrity, experience and responsiveness. Integrity - Our commitment ...

Your Advisor

Created on Monday, 30 April 2012. Posted in Content/about

Michael Alexenko, CFA is President of Royal Asset Managers, a boutique investment advisory firm. He has nearly 30 years of experience working with small business owners and individual investors. He was ...

Our Philosophy

Created on Monday, 30 April 2012. Posted in Content/about

Invest money for clients as clients would invest for themselves —if they had the full knowledge and ability to do so. Apply the same care and attention to client assets as if they were our own. Our ...

Fee Schedule

Created on Monday, 30 April 2012. Posted in Content/about

Royal Asset Managers is a Fee-Only Advisor   Discretionary Asset Management - Minimum fee is $3,000 annually. Fees are .008 on the first $1,000,000 and .006 on the next $2,000,000 and .005 on ...

Who We Serve

Created on Monday, 30 April 2012. Posted in Content/about

Royal Asset Managers has a roster of clients that includes business owners, executives, professionals, retired couples, as well as individual men and women. Our clients' personal and work histories are ...

Affiliations

Created on Monday, 30 April 2012. Posted in Content/about

... asset valuation, statistics, economics, financial analysis, fixed income analysis and ethical standards. CFA is Chartered Financial Analyst. Paladin Registry – Five Star Advisor   Paladin ...

Retirement Accounts

Created on Monday, 30 April 2012. Posted in Content/services

Retirement assets account for over $10 trillion in wealth in the United States. It is likely that your retirement account comprises the majority of your liquid assets. RAMS can help you with your 401(k) ...

Investment Advice

Created on Monday, 30 April 2012. Posted in Content/services

Financial Advisory Service Some individual investors enjoy maintaining self-directed accounts in which to conduct securities transactions. They may have the time to manage assets, but yet they may want ...

Estate Planning

Created on Monday, 30 April 2012. Posted in Content/services

Attorneys draw wills and trusts, but RAMS can help you understand the basics of those docu - ments and the benefits they offer to you. We can help you plan various strategies like: transferring assets ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... Planning is the process of evaluating a client’s current financial condition. We need to know a client’s net worth, the assets that create that net worth, current income, savings and expense history, ...

Important Disclaimer

Created on Monday, 30 April 2012. Posted in Content/main

Before You Invest Royal Asset Managers uses a variety of investment vehicles in client portfolios. Some investments have greater market volatility (risk). Although the investments are used as part of ...

Contact Us

Created on Friday, 28 October 2011. Posted in Content/main

Royal Asset Managers, LLC 1576 North Fifth Avenue St. Charles, Illinois 60174 Office: (630) 587-1250 Cell: (630) 947-2264  Map & Directions Complimentary "Get Acquainted" Meeting We ...

Welcome to Royal Asset Managers

Created on Tuesday, 24 May 2011. Posted in Content/main

Royal Asset Managers (RAM) is dedicated to helping you navigate your financial future. As your fee-only investment advisor and financial partner, we are in the business of consultative solution development, ...