Michelle Giegerich
Michelle Giegerich is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Dublin, PA, with 7 years of industry experience. Michelle 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
391 W Dublin Pike, Dublin, PA, 18917
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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
Michelle operates Paradigm Partners and Paradigm Wealth Management, LLC as DBAs for her LPL business, dedicating about 10-20% of her time to each. She also provides administrative support to Paradigm Wealth Advisory LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Paradigm Wealth Advisory LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
S2k 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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