Lance Eric Roberts

Simplevisor

22 Years of Experience

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Firm Information

Simplevisor

Compensation

Fee-Only (AUM)

Number of Advisors

2 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

SimpleVisor charges an annual management fee of 0.75% for passive model portfolios and 1.00% for active model portfolios, paid quarterly in advance. A minimum account size of $10,000 is required.

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Areas of Practice

Investment Management

Advisor Information

Office location

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

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2018

Settled

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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 3 mos

RIA Advisors

December 2015 - Present · 10 yrs 1 mo

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.