Paradigm Global Investors offers investment management services to institutions through an outsourced model. Paradigm helps clients develop investment strategies, access investment managers, and meet their financial needs. Paradigm also offers financial planning services, which may include retirement analysis, cash flow projections, insurance needs analysis, estate review, and investment-related tax planning. Paradigm does not implement any transactions on your behalf for financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.30% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.10% |
These fees are for OCIO (Outsourced Chief Investment Officer) solutions. Traditional consulting fees are: First $25 million: 0.20%, Next $25 million: 0.15%, Next $50 million: 0.10%, Above $100 million: 0.05%. Paradigm's annual advisory fee could range between 0.01% and 1.25% based upon the client's assets, complexity, and required customization of services.