Paradigm Investment Advisory provides investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and businesses. Paradigm creates customized investment strategies based on client goals, risk tolerance, and financial situation. Paradigm may use mutual funds, exchange-traded funds, stocks, bonds, or options contracts. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Paradigm Investment Advisory charges a percentage of your assets under management. The specific percentage is negotiable and depends on factors like the size of your account, the complexity of your investments, and the services you need. The fee is paid either monthly or quarterly. If you end the relationship, you'll receive a refund of any unearned fees.