Lance Eric Roberts

Simplevisor

22 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Simplevisor

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

1.00% of AUM for active model portfolios. 0.75% of AUM for passive model portfolios.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

11750 Katy Freeway, Suite 840, Houston, TX, 77079

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History

Regulatory History (1)

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Customer Dispute

April 2018

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Lance is a partner and financial advisor with RIA Wealth Advisors LLC, a wealth management company, and a financial advisor with RIA Global Research LLC, a Robo Advisor. He spends about a quarter of his time on each activity, providing financial advice.

Employment History

Current Registrations

Simplevisor

October 2024 - Present · 1 yr 4 mos

RIA Advisors

December 2015 - Present · 10 yrs 2 mos

Previous Registrations

RIA Wealth Advisors, LLC

April 2021 - September 2023 · 2 yrs 5 mos

Sta Wealth Management, LLC

June 2003 - December 2015 · 12 yrs 6 mos

Wunderlich Securities, INC.

January 2003 - April 2008 · 5 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.