Paradigm Capital Management offers investment management services to corporations, pension plans, foundations, individuals, and pooled investment vehicles. Paradigm develops investment strategies based on client needs, allowing for some client modifications. The firm manages investments based on specific objectives and strategies. Paradigm does not offer wrap fee programs.
Assets Under Management$2.2B
Clients68
Advisors3
Avg. per Client$32M
Avg. per Advisor$730M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums are negotiable based upon certain criteria. Discounts are offered to Paradigm employees and their family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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