Michelle Gass is a CFP-designated registered investment advisor at Paradigm Advisors, LLC, based in Dallas, TX, with 29 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 86 clients with $110M 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 | 0.75% |
| $500K - $1.5M | 0.60% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Annual fees are negotiable.
Fee Estimator
Contact
Michelle Gass
Location
8111 Preston Road, Suite 575, Dallas, TX, 75225
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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
Michelle is a managing member of Rockwood Advisors, LLC, the general partner to Rockwood Investors, LP, a family partnership managing children's education funds, since 2002. Her duties are administrative and tax-related, requiring minimal time.
Employment History
Current Registrations
Paradigm Advisors, LLC
Previous Registrations
Perennial Advisors, LLC
Paradigm Advisors, LLC
State Registrations2 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.
Exams
Additional Information
I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs.