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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2016
- Office Locations
- 1
Office Locations
About Taurum Retirement Partners, LLC
Taurum Retirement Partners is a fee-based, fiduciary RIA focused on personalized retirement planning and ongoing wealth management for individuals and families approaching or in retirement. The team builds comprehensive plans and implements portfolios using vehicles such as mutual funds, ETFs and fixed income, with custody including Charles Schwab. Notably, it does not take commissions or product fees from investment solutions, reducing conflicts.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT VERLIN SOLLIS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4131485
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JACKSON THOMAS BECK
Financial Advisor, General Partner
- CRD
- #6470399
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,954,528 | $376,417 |
| Non-Discretionary | $1,977,219 | $152,094 |
| Total | $155,931,747 | $369,507 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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