Paramount Investments offers customized investment solutions through personal contact and discretionary investment management. Paramount works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation using low-cost, diversified mutual funds and exchange-traded funds. Paramount also offers financial planning services included in the investment management fee.
Fee Structure
Paramount Investments charges a percentage of your portfolio each year, ranging from 0.50% to 1.25%, depending on the size and complexity of your relationship with them. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees are paid quarterly.