Paradise Advisor Group (PAG) offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. PAG provides investment management and financial planning as part of its wealth management services. PAG also offers non-discretionary retirement plan advisory services to retirement plans and plan sponsors.
Assets Under Management$8M
Clients19
Advisors1
Avg. per Client$420K
Avg. per Advisor$8M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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