Paradigm Money Management, LLC (PM2) offers financial planning services at various levels, each with different services and written reports. PM2 also refers clients to third-party investment managers (TPMs) and receives referral fees. PM2 acts as a liaison between the client and the TPM. PM2 also provides limited scope ERISA 3(21) fiduciary services to qualified retirement plans. Abigail Vick is the owner and also a licensed insurance agent.
Fee Structure
Paradigm Money Management does not directly manage client investments. Instead, PM2 refers clients to third-party investment managers (TPMs) such as Synergy Financial Management and Morningstar Investment Services. Clients will be billed in accordance with the TPM's fee schedule, which will be disclosed to the client prior to signing an agreement. PM2 receives a portion of the advisory fees charged by the TPM as a referral fee.