Danielle Wauchope is a registered investment advisor at Paradiem, LLC, based in Staten Island, NY, with 12 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 140 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of Paradiem. Fixed annual fee arrangements are also available on a case-by-case basis.
Fee Estimator
Location
Staten Island, NY
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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
Danielle volunteers with Grace Missionary Church, coaches upwards basketball, and teaches Sunday School. She will also be an alumni mentor for Indiana Wesleyan University's DeVoe Division of Business, spending a few hours per week mentoring students.
Employment History
Current Registrations
Paradiem, LLC
Previous Registrations
Kardia, INC.
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
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