Paradigm Capital Management (PCM) provides investment management services to individuals, high net worth individuals, small businesses, trusts, estates, and charitable accounts. PCM customizes client accounts using exchange traded funds and individual stocks. PCM manages accounts on a discretionary basis, formulating investment strategies and selecting securities without prior client approval. PCM's investment strategy is based on fundamental and statistical analysis.
Assets Under Management$160M
Clients119
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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