Paradigm Consulting offers retirement plan consulting services to companies to help them meet their obligations under federal retirement plan rules. These services include strategic planning, investment policy development, plan reviews, fee and cost reviews, acting as a liaison with other service providers, assessing investments, and participant education. Paradigm Consulting does not provide legal, tax, or actuarial advice.
Assets Under Management$81M
Clients19
Advisors4
Avg. per Client$4.3M
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...