Paradiem, operating as Intentional Ownership, provides asset management and financial consulting services to individuals, high net worth individuals, families, and charitable organizations. They act as a fiduciary, emphasizing loyalty and good faith. Services include personal/family planning (Kingdom ROI Blueprint) and business planning (Kingdom Business ROI Blueprint), addressing various financial aspects and family relationships. They also offer customized investment advisory solutions, constructing portfolios with equities, ETFs, fixed income, and mutual funds.
Assets Under Management$470M
Clients135
Advisors6
Avg. per Client$3.5M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$350K
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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