Paramount Investment Advisors provides financial planning and investment management services. They work with clients to understand their financial situation, goals, and risk tolerance to develop a financial outline and investment policy statement. Paramount manages investment portfolios on a discretionary basis, and may utilize separate account managers. They also offer pension consulting services and educational seminars.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Paramount Investment Advisors, Inc. may impose a minimum portfolio value and minimum annual fees may apply. Paramount Investment Advisors, Inc. may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Paramount Investment Advisors, Inc. deems it appropriate under the circumstances.
