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Jamie Lamson
Investment Adviser Representative
OFFICE: (203) 631-3232
MOBILE: (203) 631-3232
SERVICE AREA:
Maine
Maine
OFFICE LOCATION
165 State St Brewer, ME 04412
165 State St Brewer, ME 04412
HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Welcome
As an Investment Advisor Representative at Royal Fund Management, I spend my days talking, learning, and applying Pooled Employer Plans with business owners. They allow small and mid-sized companies to offer a 401(k) plan without having to sponsor and manage the entire plan themselves, potentially reducing costs, liability, and the annual plan audit expense.
It's a gap most employers aren't aware of, which is exactly why I like working in it. Right now, I'm having these conversations directly with decision-makers, helping them see what's actually available in the marketplace and whether their current plan (or lack of one) is serving their team well.
A few years ago, I walked onto a Division 1 football team and over the course of a 6-year career, I got to meet many different people from many different walks of life. I am now excited to be a part of the Royal Fund Management team and to continue learning and building relationships.
Areas of Focus
The 401(k) Maneuver Pooled Employer Plan can:
- Lower Costs: Save 20-40% through economies of scale
- Less Work: We handle all administration and compliance
- Lower Risk: Transfer most fiduciary liability to us
- No Audit: Eliminate the costly annual plan audit
Interests & Community Participation
- Spending time with friends and family
- Golf
- Reading
- Chess
Education
- MBA, University of Maine
- Uniform Investment Adviser Law Examination (Series 65)
MARKETWATCH
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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