Paradigm Advisors manages investment portfolios based on each client's individual needs and goals. Paradigm also offers financial planning services, including comprehensive financial planning with ongoing access to a planner, and financial planning on topics such as retirement, risk management, college savings, and estate planning. Paradigm also offers personal tax return preparation services.
Assets Under Management$110M
Clients86
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.60% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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