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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 136 clients with $100M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Rates shown are maximum fees for Rocky Hill Advisors managed accounts; using independent managers adds up to 0.40% to these rates. Fixed-income-only portfolios receive discounted rates ranging from 0.50% down to 0.25%. Fees are negotiable.
Fee Estimator
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.
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 Activities
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
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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