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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
Areas of Focus
As a fiduciary Investment Adviser Representative, I help business owners and employers simplify their employer-sponsored retirement plans. Through Pooled Employer Plans (PEPs). My goal is to provide retirement plan solutions that allow business owners to focus on growing their business while offering a competitive employee benefit.
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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