Paraiba Wealth Management provides ongoing investment management and financial planning services. They manage accounts based on your financial situation, investment goals, and risk tolerance. Financial planning covers areas like asset allocation, retirement, tax, and education planning. They may recommend rollovers from retirement plans to IRAs, which presents a conflict of interest that they aim to manage by acting in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees charged may be negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, and the total amount of assets under management for the client. Fees for certain accounts may be under different fee schedules based on the type of specific investment strategy used for those accounts.