Paradigm Wealth Management provides ongoing investment management and financial planning services. They work with clients to understand their financial situation, investment goals, and risk tolerance. Paradigm Wealth Management offers services such as retirement planning, insurance planning, tax planning, and estate planning. They also provide retirement plan services to retirement plan sponsors and individual participants.
Assets Under Management$420M
Clients750
Advisors5
Avg. per Client$560K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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