Risk Paradigm Group, LLC
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Overview
Risk Paradigm Group, LLC operates as an advisory company headquartered in Burlington, Massachusetts. The firm manages $62.1 million in assets under management across 191 customer accounts. Risk Paradigm Group, LLC has a small team, including 2 financial advisors. Risk Paradigm Group, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like equities, options and bonds.
Risk Paradigm Group, LLC administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without needing to seek the client's approval. The investment advisory firm's typical account size is $324,923. An average financial advisor at Risk Paradigm Group, LLC manages about 96 client accounts.
Risk Paradigm Group, LLC's headquarters is located at 25 Burlington Mall Road, Burlington, Massachusetts 1803. The firm is legally allowed to provide services to investors across a number of states, including Massachusetts and Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Risk Paradigm Group, LLC by the Numbers
$62.1 million
7
191
$324.9 thousand
Products and Services
Risk Paradigm Group, LLC offers a number of services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. However, the company did not provide any of its customers with financial planning services in the previous fiscal year. Risk Paradigm Group, LLC is involved in selling products or offering services other than investment advisory services to its customers. Risk Paradigm Group, LLC is affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management depend on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: asset-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies. Out of its 191 customers, Risk Paradigm Group, LLC's largest client group is investment companies. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Risk Paradigm Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Risk Paradigm Group, LLC
Burlington, MA
Birmingham, MI
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