Royal Fund Management client assets are managed by Sorensen Advisory Group, LLC a State of Florida Registered Investment Advisor.

Sorensen Advisory Group, LLC provides ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.

Sorensen Advisory Group, LLC will evaluate the current investments of each client with respect to their risk tolerance levels and time horizon.  Discretionary authority will be requested from clients in order to select securities and execute transactions without permission from the client prior to each transaction.

The securities in every client's account will be under continuous review. Client accounts will typically be reviewed quarterly.  Reviews may be triggered by material market, economic or political events, or by changes in client's financial situation. 

Each client will receive a monthly statement from the Custodian detailing the clients account and a quarterly report from Sorensen Advisory Group, LLC showing account performance versus the S&P500 as a benchmark.

Sorensen Advisory Group, LLC will be compensated by a fee based as a percentage of the value of the assets being managed.  Fees are negotiable and the final fee schedule will be attached as Exhibit II of the Investment Advisory Contract. Fees are paid quarterly in arrears, and clients may terminate their account with thirty days written notice. Because fees are charged in arrears, no refund policy is necessary. Clients may terminate their account without penalty, for full refund, within 5 business days of signing the advisory contract.  IA will be withdrawing advisory fees directly from the client’s accounts with written authorization.