Our mission is simple: Advocate for your success.
We believe that offering comprehensive total solutions for your personal and financial needs will help you reach your goals. We do this through employing advisors who've graduated from one of the Top Financial Planning Programs in the Nation (source), and also through connecting you to quality services such as business professionals. With us, you not only have a plan, but a team that's ready to answer all your questions.
Our team is comprised of experts that maintain a fiduciary relationship with their clients. As fiduciaries, your needs will always come before our own, and we will always act in your best interest. In achieving our mission, we conduct business in a way that ensures your needs are aligned with our professionals, so that you can receive the best possible service.
This isn't just talk, though. Our advisors have been recognized by Texas Monthly as one of the Best Wealth Managers in Client Satisfaction for the last 7 years.
|Firm Start Year:||1976|
|Name of Broker/Dealer:||ROYAL ALLIANCE ASSOCIATES, INC.|
|States Licensed in:||TX|
|Number of Years with Current Firm:||15|
|I work with the following types of clients:||Individual Investors, Businesses, Investment Clubs|
|I can meet clients in the following ways:||At my office, Video Conference, Via Phone, At your office, Via Email|
|Advisor's Number of Clients:||613|
|Assets Managed by Advisor:||$27000000|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250K+|
|Compensation Methods:||Flat Fee, Based on Assets|
|Bachelor of Science - Personal Financial Planning||
Texas Tech University
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, LA, MN, MO, MT, NY, OH, OK, OR, TN, TX & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
For over 14 years, Adam Lampe has helped high net worth individuals, affluent families, foundations, and institutions work toward their financial goals through holistic financial planning. As the CEO & Co-Founder of Mint Wealth Management, formerly Lampe & Son Wealth Management, he leads all development efforts within the firm. Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston. Adam graduated #1 in his class with Honors from Texas Tech University, where he earned a Bachelor of Science Degree in Personal Financial Planning. This program through Texas Tech has received an abundance of praise, including being considered a Top 5 school by Investopedia (source), and one of the most influential programs by Financial Planning Magazine (source). Before forming Mint Wealth Management with his father in 2005, Adam worked at a fee only firm which served an exclusive group of high net worth individuals. In this role, he was required to do extensive research for senior partners within the firm and develop financial plans for CEOs of various oil companies. Adam was named One of the Best Wealth Managers in Client Satisfaction by Texas monthly in 2014, 2015, 2016, 2017 and 2018*. Though if he had to choose what he considers his biggest accomplishment, he would say marrying Christa Kay. Adam currently resides in Cypress, Texas with his wife and his two children: Carson Michael, and Scarlet Kay. He loves spending time with his family and friends, enjoys a good hunting or fishing trip, traveling, and Big 12 football (though he will happily go to any sporting event). He is also active within his community and his church.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 3:30 PM|