Russell Obrien
Russell Obrien is a registered investment advisor at Nu Paradigm Investment Partners L.L.C., based in Beverly, MA, with 12 years of industry experience. Russell 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. Their firm serves 2 clients with $1.9M 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.30% |
| $250.0M - $1000.0M | 0.25% |
| $1000M+ | 0.10% |
Fees may be negotiable at the sole discretion of Nu Paradigm Investment Partners. Clients are generally subject to a minimum annual fee of $5,000, and fixed fees ranging from $5,000 to $20,000 may apply depending on client size and complexity.
Fee Estimator
Location
Beverly, MA
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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 →Employment History
Current Registrations
Nu Paradigm Investment Partners L.L.C.
Previous Registrations
Wall Street Access Asset Management, LLC
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
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