Robert Lamse
Plano, Texas, 75093
Member Since 2006
Talis Advisors offers independent investment advice based on Nobel Prize winning research. Our multi-disciplinary team includes CPAs, CFP®s, asset managers, and attorneys with more than 100 years of experience in wealth management, including comprehensive financial planning, portfolio management, estate planning, tax minimization, employee benefits, and business services. Our focus is to help you and your family determine your financial goals and objectives and help you achieve them.
As a fee-only Registered Investment Advisor there is never a conflict of interest with our clients. As a fiduciary to our clients, it is our duty, legally and ethically, to serve our clients best interest first ? Always.
My Location
Background Information
Years of Financial Experience
- 22
Education
- Baylor University (Baylor/BBA Accounting)
- Baylor University (Baylor/Masters of Taxation)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Insurance)
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab Institutional
- TD Ameritrade Institutional
Types of Financial Reports
- Performance Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 5170744
- Securities Registrations: Series 65, CFP
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Talis Avisors
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Client Investment Services
- DFA
Investment Products
- Mutual Funds
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Disability Income, Health
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing
Visit Website - http://www.talisadvisors.com
