Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning are negotiated separately and are based on hourly rates: $60/hour for administrative staff, $300/hour for advisors not listed in Rate Type 2, and $450/hour for principals Benji Nunn or Alex Ellis. Non-discretionary advice includes a $125 annual retainer fee, plus the same hourly rates. Core Asset Allocation Fees are calculated monthly in arrears, based on the account's value. There is a minimum allocation fee of $100 per month. Accounts held at Schwab or Other Custodians are subject to a different fee structure than accounts custodied at GSCS.
Areas of Practice
Advisor Information
Office location
101 Old Gray Station Road, Gray, TN, 37615
Get directionsRegulatory 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 ActivitiesSells Insurance
Roy is licensed to sell insurance and receives commissions from the sale of insurance products.