Nancy Bissel is a registered investment advisor at Paramount Financial, based in Danvers, MA, with 1 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paramount Financial charges a percentage of your portfolio annually for investment management.
For direct asset management:
- Up to $1,000,000: 1.50% per year
- $1,000,000.01 to $1,100,000: 1.45% per year
- $1,100,000.01 to $1,200,000: 1.40% per year
- $1,200,000.01 to $1,300,000: 1.35% per year
- $1,300,000.01 to $1,400,000: 1.30% per year
- $1,400,000.01 to $1,700,000: 1.25% per year
- $1,700,000.01 to $1,800,000: 1.20% per year
- $1,800,000.01 to $1,900,000: 1.10% per year
- $1,900,000.01 to $2,500,000: 1.00% per year
- $2,500,000.01 to $3,000,000: 0.85% per year
- $3,000,000.01 to $5,000,000: 0.75% per year
- Over $5,000,000: 0.70% per year
For assets held away (legacy clients only), fees are tiered and vary based on the portfolio type (Strategic & Tactical, Allocation, or Preservation).
Location
100 Conifer Hill Drive, Bldg. 409-412, Suite 411, Danvers, MA, 01923
Get directionsHistory
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 ActivitiesSells Insurance
Nancy is an insurance agent/facilitator for DWB Tax and Insurance Services LLC since 2022. This activity takes about 10% of her time.
Employment History
Current Registrations
Paramount Financial
State Registrations2 states
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.