Nu Paradigm Investment Partners provides investment advice to help clients manage investment complexity, establish risk tolerance, and improve governance. They offer customized investment solutions through personal contact and discretionary investment management, constructing portfolios of stocks, bonds, and exchange-traded funds to meet client goals. Nu Paradigm serves high net worth individuals, pensions, profit sharing plans and charitable organizations.
Assets Under Management$1.7M
Clients2
Advisors2
Avg. per Client$850K
Avg. per Advisor$850K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.30% |
| $250.0M - $1000.0M | 0.25% |
| $1000M+ | 0.10% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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