$
The yields below are illustrative early-year assumptions — roughly 8% cost-free for a royalty, 13% gross for a working interest (before its cost exposure), and 10% for a diversified fund, each with a different decline and risk profile. They are teaching numbers, not offers.
Royalty Interest
$20,000
illustrative year-1 income
Working Interest
$32,500
illustrative year-1 income
Diversified Fund
$25,000
illustrative year-1 income
Annual Income, 10-Year Projection
Royalty Interest
Working Interest
Diversified Fund
There is no single “best” structure — only the one that fits your goals, timeline, and risk tolerance. Talk it through with our team.
All ToolsFigures are illustrative estimates for education only and do not constitute investment advice or a projection of actual results.