Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 1.75% annually, depending on assets managed, service complexity, client investment phase, and overall relationship. Fees are paid quarterly in advance, based on the prior quarter's market value. Financial planning is offered on an hourly basis (up to $350/hour) or a fixed fee, negotiated based on estimated hours. Fees may be negotiable at the Advisor's discretion.
Areas of Practice
Advisor Information
Office location
1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates Paradigm Wealth Management LLC and Paradigm Partners as DBAs for his LPL business. He also provides investment advisory services through Paradigm Wealth Advisory, LLC and Paradigm Advisor Group, LLC, spending about half his time on Paradigm Wealth Advisory and about 10-20% of his time on Paradigm Advisor Group.