Michelle Giegerich is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Bridgewater, NJ, with 6 years of industry experience. Michelle 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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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
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