Paradigm Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Paradigm Asset Management provides investment advisory services to institutional clients through separate accounts. Paradigm offers domestic and international equity products. Paradigm's equity products are based on the belief that valuable information exists in market data derived from the public disclosures of institutional investors’ holdings. Paradigm endeavors to create diversified portfolios comprised of highly liquid securities.

Assets Under Management$370M
Clients7
AdvisorsN/A
Avg. per Client$53M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$75,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.60%
$50.0M - $100.0M0.45%
$100M+0.35%

Fee schedule shown is for International Products: International Developed Markets Core, World Developed Markets Value, International Developed Markets Value, and International Developed Markets Value – ADR ONLY. Fees and minimums may be negotiable. Large Capitalization Value: 0.50% annually on the first $25 million of assets, 0.45% annually on the next $25 million of assets, 0.35% annually on the next $50 million of assets, 0.20% annually on any portion of assets over $100 million. Dynamic Core All Capitalization Products: 0.65% annually on the first $25 million of assets, 0.45% annually on the next $25 million of assets, 0.35% annually on the next $50 million of assets, 0.20% annually on any portion of assets over $100 million.

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Paradigm Asset Management | TrueAdvisor