Alan Wayne Olson

Royal Fund Management, LLC

17 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningHigh Net WorthBusiness Owners

Royal Fund Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

82 advisors

Number of Clients

6,173 clients

Average Client Portfolio

$212K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	2.00%
$100K - $1.0M	1.50%
$1M+	1.25%

Certain existing clients may be billed under a different fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1515 Buenos Aires Blvd, Lady Lake, FL, 32159

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

January 2014

Judgment / Lien

October 2003

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan is self-employed as an insurance agent providing insurance services since 2006. He spends more than half of his time on this business.

Employment History

Current Registrations

Royal Fund Management, LLC

October 2014 - Present · 11 yrs 4 mos

Previous Registrations

Wealth Creation Advisors, INC

November 2008 - December 2014 · 6 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.