Christopher Pagotto
Christopher Pagotto is a registered investment advisor at Inspire Advisors, LLC, based in Dillsburg, PA, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,536 clients with $1.3B 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 $50K | 1.50% |
| $50K - $125K | 1.25% |
| $125K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Representative may select from multiple fee schedules (Schedules 1 through 8). Maximum advisory fee is capped at 2.50% annually. Separately managed accounts may carry additional platform fees of 0.35% or 0.55%.
Fee Estimator
Location
124 W Harrisburg St., Dillsburg, PA, 17019
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
Christopher is a percussion music judge, dedicating a few hours per week seasonally to support high school students' music activities. Christopher is also an independent life insurance agent since 2018, licensed in multiple states.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management 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.
Exams
More Advisors
- Mitchell WirthInspire Advisors, LLC
- Michael Smith, CFPInspire Advisors, LLC
- Toni Robertson, ChFCEdward Jones