Paradigm Wealth Advisory LLC
Assets Under Management
$468.3M
Number of Clients
773
Number of Advisors
13
Average Client AUM
$606K
AUM per Advisor
$36.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Paradigm Wealth Advisory LLC offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations and pension and profit-sharing plans. Services include customized investment management solutions, financial planning, asset allocation, and portfolio construction. The firm primarily employs fundamental analysis and long-term investment strategies.
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
Location
1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807