Arlen Royalty is a registered investment advisor at Oneascent Financial Services LLC, based in Greenville, SC, 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 Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 5,279 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.
Fee Estimator
Location
21 Augusta Street, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
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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