Amelia Weir

25 Years of Experience

New York, NY

Broker

Amelia Weir is a registered investment advisor at Paradigm Capital Management, INC., based in New York, NY, with 25 years of industry experience. Amelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $2.2B in assets under management.

Paradigm Capital Management, INC.

Compensation

Fee-Only (% of Portfolio)

Firm Size

3 advisors

Number of Clients

68 clients

Average Client Portfolio

$32.4M average

Assets Under Management

$2.2B

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fees and account minimums are negotiable based upon certain criteria. Discounts are offered to Paradigm employees and their family members.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

410 Park Aveneue, Suite 1620, New York, NY, 10022

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Paradigm Capital Management, INC.

August 2021 - Present · 4 yrs 9 mos

C. L. King & Associates, INC.Broker

September 2001 - Present · 24 yrs 8 mos

Previous Registrations

Bear, Stearns & CO. INC.Broker

March 2000 - May 2001 · 1 yr 2 mos

State Registrations1 state

AdvisorBrokerBoth

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.

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