Investment Advisory Services | NORRIS FINANCIAL SERVICES

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.

FORM NAME: Ask Us A Question

First Name

Last Name

Phone Number

Question or Message

Text Paragraph

Your information will not be shared.

If you are a human, ignore this field

I am an Investment Adviser for Royal Fund Management.

Investment Planning