Paradigm Wealth Management offers both discretionary and non-discretionary portfolio management services tailored to clients' needs and objectives. They also provide financial planning services, ranging from broad-based to single-subject planning, based on individual needs. Paradigm may recommend third-party money managers and provide educational seminars. They primarily advise on certificates of deposit, municipal securities, equities, mutual fund shares, exchange traded funds, real estate investment trusts and options contracts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Advisory fee is negotiable depending on individual client circumstances. At Paradigm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.