Nu Paradigm Investment Partners provides customized investment management and advisory services to help clients manage investment complexity, establish risk tolerance, and improve governance. Nu Paradigm builds portfolios consisting of stocks, bonds, and exchange-traded funds, focusing on long-term strategies tailored to each client's specific goals and risk tolerance. In addition to individual portfolio management, Nu Paradigm offers retirement plan advisory services for plan sponsors. Nu Paradigm operates as a fiduciary, putting client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.30% |
| $250.0M - $1000.0M | 0.25% |
| $1000M+ | 0.10% |
Fees may be negotiable at the sole discretion of Nu Paradigm Investment Partners. Clients are generally subject to a minimum annual fee of $5,000, and fixed fees ranging from $5,000 to $20,000 may apply depending on client size and complexity.