Paradigm Asset Management offers investment management services, primarily through developing asset allocation plans using mutual funds and, to a limited extent, individual securities. Services are tailored to individual client needs, determined through an initial interview and questionnaire. Clients can impose restrictions on their accounts and are updated quarterly on any changes needed. Paradigm Asset Management also provides investment plans consistent with the client's financial and tax status and risk/reward objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Paradigm Asset Management does not assess fees on cash holdings unless said investments comprise a majority of assets under management, in which case a nominal fee of less than 0.3% applies. If client assets under management exceed one million dollars a reduction in the fee may be discussed with the client.