Lance Roberts is a registered investment advisor at Simplevisor, based in Houston, TX, with 23 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $930K 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 | 1.00% |
Passive model portfolios cost 0.75% per year, and active model portfolios cost 1.00% per year.
Fee Estimator
Location
11750 Katy Freeway, Suite 840, Houston, TX, 77079
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other 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
RIA Advisors
Previous Registrations
RIA Wealth Advisors, LLC
Sta Wealth Management, LLC
Wunderlich Securities, INC.
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
More Advisors
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC
- Bernardo Fernandez, CFAGfs Advisors LLC
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Matthew Nerz, CFA
- John Hinrichs, CFPCeltic Capital Corporation