Paradigm Wealth Advisory provides investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. Paradigm creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover areas like retirement, education, and insurance needs. Paradigm may refer clients to other specialists like accountants or attorneys.
Fee Structure
Paradigm Wealth Advisory charges an annual investment advisory fee ranging from 0.25% to 1.75% of your portfolio, depending on the amount you invest, the complexity of services, and your overall relationship with Paradigm. The fee is calculated based on the market value of your portfolio at the end of the previous quarter and is paid quarterly, in advance. Fees may be negotiable. Variable annuity sub-accounts are managed without an additional advisory fee.