Paradigm Advisors Fees & Minimum

Overview

Headquarters: Dallas, TX
Total Firm Assets: $136 million
Average High-Net-Worth Client Portfolio Size: $2.9 million
Stated Minimum Account Size: $10,000

Fee Disclosure

Source: ADV PARTS 2A (2026-08-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	0.75%
$500,001	$1,500,000	0.60%
$1,500,001	$3,000,000	0.50%
$3,000,001	and above	0.40%

Stated Minimum Annual Fee: $250

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$6,750	0.68%
$5 million	$25,250	0.50%
$10 million	$45,250	0.45%
$50 million	$205,250	0.41%
$100 million	$405,250	0.41%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 86.58%
Number of High-Net-Worth Clients: 41
Total Client Accounts: 372
Discretionary Accounts: 372

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 114515

ADV PARTS 2A (2026-08-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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