Penny Paugh is a ChFC-designated registered investment advisor at Inspire Advisors, LLC, based in Troutman, NC, with 27 years of industry experience. Penny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
145 Freedom Valley Trail, Troutman, NC, 28166
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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
Penny sells fixed insurance products, including life and health insurance, since 2003, and owns rental real estate since 2020. She also serves as a board member for the Statesville Chamber of Commerce, refers clients to Financial Independence Group for property & casualty insurance, and is the secretary for Collaborative College for Technology & Leadership's PTO.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
Ifg Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ba Investment Services, INC.Broker
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.