Robert Sollis
Robert Sollis is a ChFC-designated registered investment advisor at Taurum Retirement Partners, LLC, based in Mesa, AZ, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fee schedule is negotiable based on preexisting relationships, related accounts, the anticipation of additional assets within the next twelve (12) months, or any other criteria Taurum Retirement Partners deems pertinent.
Fee Estimator
Location
1921 S Alma School Road Suite 308, Mesa, AZ, 85210
Get directionsHistory
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 ActivitiesSells Insurance
Robert is an independent insurance agent in Arizona, selling life, accident, and health insurance products since 2010. He dedicates minimal time to this activity.
Employment History
Current Registrations
Taurum Retirement Partners, LLC
Previous Registrations
Gallacher Capital Management, LLC
Strategic Advisers, INC.
State Registrations2 states
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.