Alan Olson
Alan Olson is a registered investment advisor at Royal Fund Management, LLC, based in Houston, TX, with 17 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Options strategy has a separate fee schedule ranging from 1.50% to 2.00%. Dividend enhancement overlay strategy adds 0.25%. Fees are negotiable.
Fee Estimator
Location
16850 Saturn Ln, Suite 100, Houston, TX, 77058
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2014Judgment / Lien
October 2003Other 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
Previous Registrations
Wealth Creation Advisors, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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