Roy Alvis,
Roy Alvis, is a registered investment advisor at Sanctuary Advisors, LLC, based in Diboll, TX, with 36 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
303 S Temple Dr, Ste 300, Diboll, TX, 75941
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Roy is the administrator for the estate of his mother-in-law, Betty Sexton Brown, including asset distribution. Roy is also a manager of Panthertown Holdings, LLC, created to hold the deed of a second home, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. W. Gant & Associates, INC.Broker
State Registrations3 states
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.