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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $160M 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% |
Fees are negotiable based on preexisting relationships, related accounts, or anticipated additional assets.
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.
Exams
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