Michael Alexenko, CFA®
Saint Charles, Illinois, 60174
Member Since 2010
Royal Asset Managers (RAM) is a boutique investment advisory firm that customizes investment portfolios and provides tailored financial advice to affluent individuals. We are committed to delivering results and to
providing our clients with uncommonly high levels of
service and care. Founded in 2003, the firm centers its investment process on understanding its clients’objectives, setting clearly
defined goals, implementing an investment strategy based on
those goals, and maintaining a disciplined approach. RAM
takes those actions with the benefit of over two decades
of experience. RAM adheres to the fiduciary standard that requires the duty to act in the sole best interest of our clients.
My Location
Background Information
Years of Financial Experience
- 26
Education
- Purdue University (BS Management)
- ABA National Trust School (Graduate)
- Cannon Trust School (Graduate)
Certifications and Designations
- CFA®
Association Memberships
- CFA Institute
- CFA Society of Chicago
- Lions Club Geneva
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee
Primary Custodian(s)
- Fidelity
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 4448315
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Royal Asset Managers, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementFidelity Investments is custody agent
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities
Insurance Products
- None
