Douglas Kuhlman is a registered investment advisor at Paradigm Wealth Management, LLC, based in Westlake, OH, with 26 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 366 clients with $480M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Advisory fee is negotiable depending on individual client circumstances. At Paradigm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
159 Crocker Park Blvd, Suite 100, Westlake, OH, 44145-8147
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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 →Other Business Activities
Douglas is an investor in Amici 422 LLC, DJ Wild LLC, and Fairview 22591 LLC, which are involved in alternative investments, healthcare, and real estate, respectively. He also coaches his daughter's soccer team.
Employment History
Current Registrations
Paradigm Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 states
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