Eric Robert Paradis
Advisor at Capital Analysts — Dartmouth, MA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Dartmouth, MA 02747
Capital Analysts
Multi-team
Eric Paradis is a financial advisor at Capital Analysts with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment and Massachusetts Financial Group. Outside of finance, Paradis is involved in the performing arts sector, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture in New Bedford. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions guided by an in-house research team that uses proprietary tools and provides access to third-party managers.
Based on Capital Analysts
Based on Capital Analysts
Based on Capital Analysts
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Account minimum: Depends on platform and individual Advisor; may be waived at sole discretion Minimum fee: Capital Analysts Administrative Fee with minimum annual fee of $200 assessed monthly ($16.67/month); minimum fee applies especially to accounts less than $133,333. Fee-only: Advisor fees up to maximum of 1.25% annually, negotiable by individual Advisor; Administrative fee as above.
Dartmouth, MA
78 Faunce Corner Mall Rd., Suite 515
Dartmouth MA 02747
Advisors at this office
2
Massachusetts
29 years of industry experience
Lincoln Investment
2012 - Present • 14 years
Westport, MA
Capital Analysts Inc
2002 - Present • 24 years
Radnor, PA
Massachusetts Financial Group
1997 - Present • 29 years
Westport, MA
Financial Planning Alternatives
1996 - Present • 30 years
Westport, MA
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