Kristina Bentzen
Kristina Bentzen is a registered investment advisor at Paradigm, Strategies in Wealth Management, LLC, based in Maple Grove, MN, with 12 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 219 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.65% |
Paradigm aggregates all managed accounts together to determine your quarterly fee. Fees are negotiable.
Fee Estimator
Location
11324 86th Avenue North, Maple Grove, MN, 55369
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristina is an independent licensed insurance agent in Minnesota since 2004, selling life, accident, and health insurance. This activity is investment-related.
Employment History
Current Registrations
Paradigm, Strategies in Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.