Paradigm Investment Advisory, LLC
Assets Under Management
$182.8M
Number of Clients
102
Number of Advisors
5
Average Client AUM
$1.8M
AUM per Advisor
$36.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Paradigm Investment Advisory offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations and businesses. Services include customized investment management solutions and financial planning, encompassing investment planning, retirement planning, personal savings, education savings, and insurance needs. Paradigm may recommend unaffiliated investment managers and will perform oversight and due diligence over each Independent Manager.
Fee Structure
Fees are negotiable and vary based on the size of the client relationship, complexity of investment strategies, service intensity, and other factors. Fees are generally based on a percentage of assets under management. Stand-alone financial planning services are offered on an hourly basis (up to $350/hour) or a fixed fee basis, negotiated based on the expected hours. Fees may be included in an overall investment management relationship. Clients are responsible for fees charged by financial institutions.
Areas of Practice
Location
1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807