Penny Mccall
Penny Mccall is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 3 years of industry experience. Penny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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
Penny is a managing member and insurance producer for McCall Financial Benefits Group LLC, focusing on insurance production. She also educates and trains federal employees about their retirement benefits through Federal Employee Retirement Consultants, dedicating minimal time to this activity.
Employment History
Current Registrations
Advisory Services Network
State Registrations2 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.