CW
CW

Candace Weir

56 Years of Experience
Albany, NY
2 DisclosuresBroker

Candace Weir is a registered investment advisor at Paradigm Capital Management, INC., based in Albany, NY, with 56 years of industry experience. Candace 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.

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 ValueAnnual Fee
Any1.00%

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
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Estimated Annual Fee
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Location

Nine Elk Street, Albany, NY, 12207

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History

Regulatory History (2)
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Regulatory
June 2014
Final
Regulatory
January 1978
Final
Other Business Activities

Candace is the owner/manager of various rental properties in New York and Rhode Island since 1980. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Paradigm Capital Management, INC.
October 2015 - Present · 10 yrs 7 mos
C. L. King & Associates, INC.Broker
May 1972 - Present · 54 yrs
Previous Registrations
Paradigm Capital Mgmt.inc
July 1995 - December 2002 · 7 yrs 5 mos
Faherty & Faherty INC.Broker
August 1969 - April 1975 · 5 yrs 8 mos
State Registrations27 states
CACTDCFLGAILINKSLAMAMDMEMNNCNHNJNMNVNYOHPARISCTXVAVTWA
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.