Anita Loy
Anita Loy is a CFP-designated registered investment advisor at Inspire Private Wealth Management, based in Louisville, KY, with 23 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 31 clients with $24M 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 $750K | 1.25% |
| $750K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
1717 Alliant Avenue, Suite 8, Louisville, KY, 40299
Get directionsHistory
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
Anita is a licensed insurance producer since 2003, dedicating about 10-20% of her time to this activity. She also works as an adult education instructor at various colleges and universities since 2011, spending about 10-20% of her time on this.
Employment History
Current Registrations
Inspire Private Wealth Management
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
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.