Paradigm, Strategies in Wealth Management, LLC
Assets Under Management
$295.8M
Number of Clients
215
Number of Advisors
3
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$98.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Paradigm, Strategies in Wealth Management, LLC provides customized investment advisory services. They offer asset management using a five-step investment process and financial planning and consulting services. Paradigm works with clients to understand their financial situation, goals, and risk tolerance to create tailored strategies. They manage accounts on a discretionary basis, making investment decisions without prior consultation. Paradigm also offers non-discretionary asset management services for employer-sponsored defined contribution plans.
Fee Structure
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
Areas of Practice
Location
11324 86th Avenue North, Maple Grove, MN, 55369