Andrew Koltunowicz
Andrew Koltunowicz is a registered investment advisor at Paradigm Investment Advisory, LLC, based in Bridgewater, NJ, with 14 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 645 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.
Fee Estimator
Location
1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807
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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 →Employment History
Current Registrations
Paradigm Investment Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Macquarie Investment Management Business Trust
Delaware Capital Management Advisers, INC
Delaware Distributors, L.P.Broker
Destra Capital Investments LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
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.
Exams
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