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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. 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% |
Fees range up to 1.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable at the firm's discretion.
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
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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