Abigail Vick
Abigail Vick is a registered investment advisor at Paradigm Money Management, LLC, based in Wayne, PA, with 6 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Paradigm Money Management does not directly manage client investments. Instead, PM2 refers clients to third-party investment managers (TPMs) such as Synergy Financial Management and Morningstar Investment Services. Clients will be billed in accordance with the TPM's fee schedule, which will be disclosed to the client prior to signing an agreement. PM2 receives a portion of the advisory fees charged by the TPM as a referral fee.
Location
992 Old Eagle School Road, Suite 913, Wayne, PA, 19087
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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 ActivitiesSells Insurance
Abigail is an insurance agent selling fixed insurance through Paradigm Insurance Services, LLC since 2019. This activity takes about half of Abigail's time.
Employment History
Current Registrations
Paradigm Money Management, LLC
State Registrations5 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.