Joseph White
Joseph White is a CFA, CFP-designated registered investment advisor at Paradigm Investment Advisory, LLC, based in Bridgewater, NJ, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paradigm Investment Advisory charges a percentage of your assets under management. The specific percentage is negotiable and depends on factors like the size of your account, the complexity of your investments, and the services you need. The fee is paid either monthly or quarterly. If you end the relationship, you'll receive a refund of any unearned fees.
Location
1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807
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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.
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Joseph operates his LPL business through Paradigm Wealth Management LLC and Paradigm Partners LLC. He also provides investment advisory services through Paradigm Wealth Advisory LLC (full-time) and supports Paradigm Advisor Group LLC (about half his time), both independent investment advisor firms.
Employment History
Current Registrations
Paradigm Investment Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Paradigm Wealth Advisory LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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