Paradigm Investment Advisory offers personalized investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm acts as a legal fiduciary, meaning Paradigm is required to put your best financial interests first. Paradigm builds diversified portfolios using low-cost institutional mutual funds, exchange-traded funds, individual stocks, bonds, and variable annuities, tailoring each strategy to your specific risk tolerance, time horizon, and goals. In addition to managing investments, Paradigm provides financial planning covering retirement, education savings, and insurance needs. The firm operates on a bundled fee structure where typical trading costs are included in the advisory fee. Paradigm does not maintain custody of client funds, instead partnering with qualified custodians like Charles Schwab and LPL Financial to safeguard assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.