Paramount Investment Advisors offers personalized financial planning, investment management, and retirement plan consulting. When beginning a relationship, Paramount Investment Advisors learns about your financial history, goals, and comfort with risk to create a tailored financial profile and investment strategy. Clients can hire Paramount Investment Advisors for standalone financial planning or comprehensive portfolio management. For portfolio management, Paramount Investment Advisors handles investments on your behalf, selecting appropriate mutual funds, exchange-traded funds, individual stocks, and bonds. Paramount Investment Advisors also offers retirement plan consulting for employers and educational seminars on personal finance topics. The firm is led by Chris Hardy, a Certified Financial Planner and tax practitioner.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable at the firm's discretion. Minimum portfolio values and minimum annual fees may apply.
