Roy Nunn
Roy Nunn is a registered investment advisor at Values First Advisors, INC., based in Johnson City, TN, with 22 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 967 clients with $220M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Primary schedule represents Schwab custodial accounts. Accounts held at Goldman Sachs Custody Solutions have separate allocation fees ranging from 0.40% to 1.25% plus sub-advisory and custodial fees. A $100 monthly minimum fee applies.
Fee Estimator
Location
801 Sunset Drive, Suite C100, Johnson City, TN, 37604
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
Roy is licensed to sell insurance and receives commissions from the sale of insurance products.
Employment History
Current Registrations
Values First Advisors, INC.
Previous Registrations
Values First Advisors, INC.
American Values Investments, INC.
State Registrations1 state
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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