Paramount Associates offers investment management and financial planning services. They work with individuals, high-net-worth individuals, foundations, trusts, charitable organizations, and retirement plans. Paramount Associates helps clients build, manage, and preserve their wealth to achieve their financial goals. They offer both discretionary and non-discretionary investment management, allocating assets among mutual funds, exchange-traded funds, and individual securities. They also offer financial planning ideas and strategies to address the client’s holistic financial picture.
Fee Structure
Paramount Associates charges a percentage of your portfolio each year for investment management services. The maximum annual advisory fee is 1.50%. There is a minimum annual fee of $500 for asset management only, and $1,000 for asset management and financial planning. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon.