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Andrew Nunnally

5 Years of Experience
Houston, TX

Andrew Nunnally is a registered investment advisor at Alpha-Tech Investments, LLC, based in Houston, TX, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 26 clients with $1.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
26 clients
Average Client Portfolio
$42K average
Assets Under Management
$1.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

440 Louisiana St., Suite 900, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew works as a Sales Analyst at Prescryptive Health, a digital health company, since 2021. This takes about a quarter of his time and accounts for 80% of his yearly compensation.

Employment History
Current Registrations
Alpha-Tech Investments, LLC
November 2020 - Present · 5 yrs 6 mos
State Registrations2 states
LATX
Advisor

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
No exam information available for this advisor.