Gregory Johnson
Gregory Johnson is a registered investment advisor at Paradigm Wealth Management, LLC, based in Westlake, OH, with 12 years of industry experience. Gregory 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
Get directionsHistory
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 ActivitiesSells Insurance
Gregory is a consultant at Coldwater Financial since 2001 and an insurance agent for life insurance. He also coaches/referees lacrosse at Hinsdale Central.
Employment History
Current Registrations
Paradigm Wealth Management, LLC
Previous Registrations
Halo Securities, LLCBroker
Sentinus, LLC
Sentinus, LLC
Bear, Stearns & CO. INC.Broker
Prebon Financial Products INC.Broker
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.