Kevin Nunes is a registered investment advisor at Rocky Hill Advisors INC., based in Peabody, MA, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rocky Hill Advisors charges an annual fee, paid quarterly, based on the value of your portfolio. This fee ranges from 0.40% to 1% of the assets they manage. Fees are negotiable. They also offer a wrap program with a single annual fee that includes investment advisory, administrative, and transaction costs, also ranging from 0.40% to 1% of assets. Fees paid to independent managers range from 0.50% to 0.75%.
Location
7 Essex Green Drive, Suite 53-55, Peabody, MA, 01960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works in a consulting capacity with Navis Group, drafting internal procedures and controls since 2015. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Rocky Hill Advisors INC.
State Registrations1 state
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