Roy Runyon is a registered investment advisor at River Crescent Advisors, LLC, based in Suffolk, VA, with 6 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. Their firm serves 140 clients with $140M 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 | 1.50% |
Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
800 W Riverview Drive, Suffolk, VA, 23434
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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
Roy is a board member of Nansemond-Suffolk Academy, dedicating minimal time. He also owns and manages River Crescent Holdings LLC, a holding company, spending minimal time on this activity as well.
Employment History
Current Registrations
River Crescent Advisors, LLC
Previous Registrations
Beacon Harbor Wealth Advisors
State Registrations1 state
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