Paramount Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,152,173
Clients
74
12% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
74
Very HighAverage account size
$569,624
About
Paramount Investment Advisors provides financial planning, portfolio management and consulting to individuals, families, non‑profits, trusts/estates, pension and profit‑sharing plans, and corporations. The firm also offers pension consulting for qualified and non‑qualified retirement plans and periodically conducts educational seminars on general investment and personal finance topics.
At the outset of client relationships the firm gathers information to develop a Financial Profile and an Investment Policy Statement, then manages portfolios on a discretionary basis in line with those documents, generally emphasizing long‑term purchases across mutual funds, ETFs, individual stocks and bonds. The firm may engage third‑party sub‑advisers or separate account managers for portions of client portfolios and conducts periodic reviews of accounts and investment performance.
Several features distinguish the firm from many peers: it is affiliated with a tax and accounting practice and may refer clients to that related firm for separately contracted tax and accounting work. The firm’s offering of ERISA‑aware pension consulting (including IPS preparation, fund selection/review, monitoring and participant communications) together with regularly scheduled, no‑fee educational workshops is less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Fixed fees available for financial planning depending on complexity; may require 50% retainer.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $8,000,000: 0.85% $8,000,001 - $14,000,000: 0.65% $14,000,001+: 0.50%
Financial planning fees generally $400 per hour; portfolio management hourly rates $150 to $350; pension consulting $300 to $400 per hour.
Account minimum: Paramount Investment Advisors, Inc. may impose a minimum portfolio value; specific minimum amount not stated. Minimum fee: Minimum annual fees may apply, specific amounts not stated. Fee-only: Hourly rates ranging from $150 to $400 depending on service type and complexity.
Main office location
Paramount Investment Advisors
4315 S Lee Street, Suite 400
Buford GA 30518, United States
Number of offices
1
Most active in
Paramount Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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