Paraiba Wealth Management manages investment portfolios and offers personalized financial planning for individuals, families, trusts, and estates. The firm creates customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, options, and other securities based on each client's specific financial situation, risk tolerance, and goals. In addition to ongoing portfolio management, Paraiba Wealth Management offers broad-based and modular financial planning covering topics such as retirement planning, tax strategies, cash flow, education funding, and cross-border issues. Financial planning is included at no additional cost for clients who hire Paraiba Wealth Management to manage their investments. For clients who only want financial planning, the firm offers both fixed-fee projects and hourly consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Subject to a minimum annual fee of $7,500 per household. Fees are negotiable based on client type, situation complexity, potential deposits, and total assets.