Judy Loy
Judy Loy is a ChFC-designated registered investment advisor at Nestlerode & Loy, INC., based in State College, PA, with 33 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $200M 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 $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be discounted at the discretion of the Advisor.
Fee Estimator
Location
110 Regent Court, Suite 202, State College, PA, 16801
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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 ActivitiesSells Insurance
Judy is a director for University Park Plaza Corporation, a family-owned retail leasing corporation, dedicating minimal time. She is also a board member of the Mutual Benefit Group Insurance P & C Board of Directors, spending about 10-20% of her time in this role.
Employment History
Current Registrations
Nestlerode & Loy, INC.
Nestlerode & Loy, INC.Broker
State Registrations8 states
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.