Firm
Paramount Investments
Lutherville, Maryland
Fee-only
Paramount Investments at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 21 individual clients, 12 of them high net worth.
- Its average account is about $417,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Lutherville, Maryland |
|---|---|
| Website | paramountinvestllc.com |
| Phone | (410) 236-6699 |
Paramount Investments fees
Paramount Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 9 |
| High-net-worth clients | 12 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 166643 |
Advisors at this firm (1)
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