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Paul Scoggins

19 Years of Experience
Covington, LA

Paul Scoggins is a registered investment advisor at Icom Advisors, LLC, based in Covington, LA, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
390 clients
Average Client Portfolio
$316K average
Assets Under Management
$123.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.60%

Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Covington, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is the managing member of several investment-related LLCs, including Coquille Partners, Scoggins Investments, PB Energy Services, River Park Partners, GCR Investors, Longbranch Investors, and ICOM Capital Group. He also serves as President/Manager of Permian Services Co., LLC, an oil field services company, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Icom Advisors, LLC
February 2011 - Present · 15 yrs 2 mos
Previous Registrations
Icom Advisors, LLC
April 2011 - December 2020 · 9 yrs 8 mos
J.p.morgan Securities INC.
October 2008 - August 2010 · 1 yr 10 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
Jpmorgan Securities INC
June 2006 - September 2006 · 3 mos
State Registrations2 states
LATX
Advisor

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
No exam information available for this advisor.