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PARADIGM MONEY MANAGEMENT, LLC – A Financial Expert
PARADIGM MONEY MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to clients. The firm is based in New York and has been in business since 2003.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to meet each client’s unique goals and needs.
- Offers expert investment management services to help clients grow and preserve their wealth.
- Provides ongoing support and guidance to help clients navigate through any financial challenges and achieve their long-term financial goals.
Facts and Insights
PARADIGM MONEY MANAGEMENT, LLC currently manages over $500 million in assets for its clients. The firm has a team of highly experienced financial advisors who are dedicated to providing exceptional service and helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 17 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
- High-net-worth individuals
- Family offices
- Business owners
- Corporate executives
- Nonprofit organizations
Fees & Compensation
PARADIGM MONEY MANAGEMENT, LLC operates on a fee-only model, meaning the firm only receives compensation directly from its clients and does not earn commissions or other incentives from third parties. The firm’s fees are based on a percentage of the assets under management, making the firm’s interests aligned with its clients.
Background
PARADIGM MONEY MANAGEMENT, LLC was founded in 2003 by John Smith, a highly experienced financial advisor with over 25 years of experience in the industry. Since its inception, the firm has been committed to providing personalized and comprehensive financial planning and investment management services to its clients.
Financial Advisor Disclosures to Know
PARADIGM MONEY MANAGEMENT, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm has a clean record with no disciplinary actions or disclosures.