About PARADIEM, LLC
PARADIEM, LLC is a financial management firm that provides expertise and guidance to individuals, families, and businesses. Founded in 2001, PARADIEM has a strong track record of helping clients achieve their financial goals through a holistic approach to financial planning.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services including investment management, retirement planning, and risk management
- Serves a diverse clientele including individuals, families, and businesses of all sizes
- Transparent fee structure and flexible compensation options
- Experienced team of advisors with specialized expertise in various areas of finance
- Strong commitment to client education and empowerment
Facts and Insights
Below are some key figures and insights about PARADIEM, LLC:
| Assets Under Management | $500 million* |
|---|---|
| Number of Advisors | 12 |
| Years in Business | 20 |
*As of December 31, 2020
Financial Services Offered
PARADIEM, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment Management: PARADIEM offers personalized investment strategies based on each client’s risk tolerance, financial goals, and time horizon.
- Retirement Planning: Advisors at PARADIEM help clients create customized retirement plans to ensure a comfortable and secure retirement.
- Estate Planning: The firm assists clients with estate planning to preserve their wealth for future generations and minimize estate taxes.
- Tax Planning: PARADIEM works with clients to create tax-efficient strategies to help them maximize their savings.
- Risk Management: The firm helps clients assess and mitigate potential risks to their financial well-being, such as disability, illness, and death.
Client Types
PARADIEM, LLC serves a diverse clientele, including:
- Individuals and Families: The firm provides personalized financial planning and investment management solutions to help individuals and families achieve their financial goals.
- Businesses: PARADIEM works with businesses of all sizes to develop financial strategies that align with their goals and values.
Fees & Compensation
PARADIEM, LLC has a transparent fee structure and offers flexible compensation options to its clients. The firm can be compensated through the following methods:
- Fee-Only: Clients pay an annual fee based on a percentage of their assets under management.
- Fee-Based: A combination of a fee and commission on certain products or services.
- Commission-Only: Clients only pay for specific products or services that they purchase through PARADIEM.
Background
The team at PARADIEM, LLC has a wealth of experience and expertise in the financial industry. The firm’s advisors have diverse backgrounds and specialized knowledge in various areas of finance, including investments, taxes, and retirement planning.
Financial Advisor Disclosures to Know
PARADIEM, LLC is a registered investment advisory firm and is subject to disclosure regulations as mandated by the Securities and Exchange Commission (SEC). As a client, it is essential to be aware of certain disclosures, including:
- Regulatory and Legal Actions: Any previous lawsuits or disciplinary actions against the firm or its advisors must be disclosed to clients.
- Conflicts of Interest: If the firm or its advisors have any conflicts of interest that could potentially affect the client, they must be disclosed.
- Compensation: PARADIEM must disclose how they are compensated for their services and any potential conflicts of interest that may arise from that compensation.
It is recommended that clients thoroughly review all relevant disclosures before engaging with PARADIEM, LLC.