Arlen Royalty is a registered investment advisor at Oneascent Financial Services LLC, based in Birmingham, AL, with 2 years of industry experience. Arlen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
23 Inverness Parkway, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arlen is the owner and primary consultant at Whitestone Morgan, LLC, a business consulting firm specializing in organizational design and development, since February 2024. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
The Nalls Sherbakoff Group, LLC
State Registrations1 state
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