Sara Gill is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Bridgewater, NJ, with 8 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 773 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paradigm Wealth Advisory charges an annual investment advisory fee ranging from 0.25% to 1.75% of your portfolio, depending on the amount you invest, the complexity of services, and your overall relationship with Paradigm. The fee is calculated based on the market value of your portfolio at the end of the previous quarter and is paid quarterly, in advance. Fees may be negotiable. Variable annuity sub-accounts are managed without an additional advisory fee.
Location
1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sara operates under Paradigm Partners as a DBA for LPL business, dedicating about 10-20% of her time. She also provides administrative services through Paradigm Wealth Advisory, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Paradigm Wealth Advisory LLC
LPL Financial LLCBroker
State Registrations1 state
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