Michael works with a select group of clients who have $1 million or more in investable assets and are seeking an active, fiduciary relationship.
If you believe our investing strategy may be a fit for your financial goals, the next step is a private conversation.
Advisory services are provided by Royal Fund Management, LLC (“Royal Fund”). Royal Fund is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability. Michael Berlau is an Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, an SEC Registered Adviser. 401(k) Maneuver is another business name for Royal Fund Management, LLC. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products only. Royal Fund Management is not engaged in the practice of law or accounting, and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax, and/or accounting advisors. It is not a substitute for competent advice from these advisors.
