Roy Alvis,
Roy Alvis, is a registered investment advisor at Sanctuary Advisors, LLC, based in Diboll, TX, with 36 years of industry experience. Roy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
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.