Kathleen Hood is a registered investment advisor at Paradigm Advisors, LLC, based in Dallas, TX, with 1 years of industry experience. Kathleen 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. Their firm serves 86 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
86 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$112.1M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8111 Preston Road, Suite 575, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
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Financial
August 2016Final
Employment History
Current Registrations
Paradigm Advisors, LLC
September 2024 - Present · 1 yr 8 mos
State Registrations3 states
ARMITX
Advisor
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Exams
No exam information available for this advisor.