SG
CFP
SG
CFP
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
215 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$295.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.65% |
Fees are negotiable. Paradigm aggregates all managed accounts to determine the quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11324 86th Avenue North, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History
Clean regulatory record
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
Sean participates in secret shopping activities for Best Mark since 2020. He dedicates minimal time to this non-investment related activity and only receives reimbursements.
Employment History
Current Registrations
Paradigm, Strategies in Wealth Management, LLC
January 2023 - Present · 3 yrs 2 mos
State Registrations2 states
MNTX
Advisor
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
No exam information available for this advisor.