Mark Perez is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Bridgewater, NJ, with 7 years of industry experience. Mark 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark owns rental real estate, dedicating a few hours per week to it. He also operates Paradigm Wealth Management, LLC, a DBA for his LPL business, which is a full-time commitment. Additionally, Mark is involved with Infinity Real Group, providing mortgage/real estate services, spending minimal time on this activity.
Employment History
Current Registrations
Paradigm Wealth Advisory LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLCBroker
State Registrations2 states
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