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
Danielle volunteers with Grace Missionary Church, coaches upwards basketball, and teaches Sunday School. She will also be an alumni mentor for Indiana Wesleyan University's DeVoe Division of Business, spending a few hours per week mentoring students.