Paradox Investment Partners offers investment management services tailored to individual client needs, focusing on stocks and exchange-traded funds. They may use options to hedge against investment risks. Paradox Investment Partners manages investments on a discretionary basis, meaning they can make trades without asking you first. They maintain quarterly contact with clients to review portfolio construction, transactions, and performance.
Assets Under Management$5M
Clients11
Advisors1
Avg. per Client$460K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
For non-qualified clients, the annual fee is 1.7%. For qualified clients, the annual fee is 1.7% or 0.5% plus up to 20% of annual net profits above a 4% hurdle rate. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...