Paradiem offers personalized investment management and comprehensive family financial planning services, acting as a registered investment advisor legally required to act in your best interest. Paradiem provides customized portfolio strategies using individual stocks, exchange-traded funds, mutual funds, and bonds, with services tailored to individuals, high-net-worth families, and charitable organizations. Beyond portfolio management, Paradiem offers holistic family capital consulting—functioning similarly to a chief financial officer—covering generational planning, tax reviews, estate planning coordination, charitable giving strategies, and business succession. Paradiem also operates as a licensed insurance agency and offers financial consulting through related entities. Clients may choose between traditional asset-based pricing or flat-fee arrangements, and Paradiem maintains relationships with major custodians like Charles Schwab and Mutual Securities to safeguard client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of Paradiem. Fixed annual fee arrangements are also available on a case-by-case basis.