Ryan Bailey is a CFA-designated registered investment advisor at Paradigm Global Investors, based in Dallas, TX, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.30% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.10% |
These fees are for OCIO (Outsourced Chief Investment Officer) solutions. Traditional consulting fees are: First $25 million: 0.20%, Next $25 million: 0.15%, Next $50 million: 0.10%, Above $100 million: 0.05%. Paradigm's annual advisory fee could range between 0.01% and 1.25% based upon the client's assets, complexity, and required customization of services.
Fee Estimator
Location
100 Crescent Ct., Suite 700, Dallas, TX, 75201
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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
Ryan is involved in several outside business activities, primarily related to investment management and advisory roles. These include serving as CIO for Paradigm Institutional Investors, board member for Blue Dolphin Energy, and investment committee member for various organizations, each requiring minimal time commitment.
Employment History
Current Registrations
Paradigm Global Investors
Crewe CapitalBroker
Previous Registrations
Paradigm Institutional Investors
Seaport Global Securities LLCBroker
Pacenote Capital LLCBroker
Ba Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Credit Suisse First Boston CorporationBroker
Smith Barney INC.Broker
State Registrations7 states
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.