Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Paradiem charges fixed fees for planning and consulting services, ranging from $60,000 to $102,000 annually, or up to $500 per hour. Investment management fees are based on a tiered schedule of assets under management, ranging from 1.50% on the first $1,000,000 to 0.50% on assets over $30,000,000. Fees are negotiable. The firm is also a licensed insurance agency, and advisors may receive commissions for selling insurance products.
Areas of Practice
Advisor Information
Office location
510 N Jefferson Ave, Covington, LA, 70433-2640
Get directionsRegulatory History
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 Activities
Sandra is a notary public, dedicating minimal time to this activity. She also owns and operates Sandy Tackett Travel as a home-based travel agent, spending about a third of her time researching and booking travel for clients.