Sara Gill is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Bridgewater, NJ, with 9 years of industry experience. Sara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 283 clients with $200M 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 | 2.00% |
Annual fees range from 0.25% to 2.00% depending on asset levels, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
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.
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
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
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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