How does the advisor help clients – Key Takeaways:
The PARADIGM GROUP is a financial advisory firm that prides itself on providing expert financial guidance to its clients. With a team of knowledgeable and experienced advisors, the firm offers a wide range of services and caters to various types of clients. Here are the key takeaways on how the PARADIGM GROUP helps its clients:
- Offers a range of financial services to meet the unique needs of each individual client
- Caters to different types of clients, including high net worth individuals, families, and businesses
- Ensures transparency and professionalism with fees and compensation
- Backed by a strong background of experience and expertise in the financial industry
- Provides important disclosures for clients to stay informed and make sound financial decisions
Facts and Insights
The PARADIGM GROUP has been in the business of providing financial services since 2001. Over the years, the firm has grown to manage over $10 billion in assets under management. This impressive figure is a testament to the firm’s success in helping clients grow and protect their wealth.
The firm also has a team of over 100 advisors, each with their own areas of expertise. This allows the PARADIGM GROUP to provide a diverse range of financial services, from investment management to retirement planning, to best serve their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion+ | 100+ | since 2001 |
Financial Services Offered
The PARADIGM GROUP offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment management
- Wealth and asset management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
The PARADIGM GROUP caters to a wide range of clients, including:
- High net worth individuals
- Families
- Retirees
- Businesses
Each client is treated with the same level of professionalism and diligence, regardless of their wealth or financial goals.
Fees & Compensation
The PARADIGM GROUP believes in transparency when it comes to fees and compensation. They work on a fee-based model, where clients pay a percentage of their assets under management as a fee for the services provided. This ensures that the firm’s interests are aligned with the clients’ and eliminates any conflicts of interest.
Background
The PARADIGM GROUP was founded in 2001 by a team of financial experts with decades of experience in the industry. With their combined knowledge and expertise, the firm has grown to become one of the top financial advisory firms in the country. The advisors at PARADIGM GROUP continue to stay up-to-date with the latest market trends and financial strategies to provide the best possible guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, the PARADIGM GROUP is required to provide certain disclosures to their clients. These disclosures include:
- Code of Ethics and Conduct
- Privacy Policy
- Form ADV Part 2, which outlines the firm’s services, fees, and potential conflicts of interest
- Disclosure Brochure