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Nily Levy

Paragon Capital Management LLC
40 Years of Experience
Concord, CA
1 Disclosure
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Nily Levy is a registered investment advisor at Paragon Capital Management LLC, based in Concord, CA, with 40 years of industry experience. Nily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 350 clients with $740M in assets under management.

Paragon Capital Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$739.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated for larger or related accounts, up to a maximum annual fee of 1.00%. There is a minimum annual fee of $2,500 per household.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Concord, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2003
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Paragon Capital Management LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2006 - April 2019 · 12 yrs 5 mos
Charles Schwab & CO., INC.Broker
March 1994 - April 2019 · 25 yrs 1 mo
Hambrecht & Quist IncorporatedBroker
August 1993 - March 1994 · 7 mos
Equico Securities, INC.Broker
April 1993 - May 1993 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
April 1993 - May 1993 · 1 mo
Bear, Stearns & CO. INC.Broker
October 1992 - January 1993 · 3 mos
Lehman Brothers INC.Broker
February 1991 - October 1992 · 1 yr 8 mos
Gruntal & CO. IncorporatedBroker
June 1990 - December 1990 · 6 mos
Shearson Lehman Hutton INC.Broker
September 1988 - June 1990 · 1 yr 9 mos
Drexel Burnham Lambert IncorporatedBroker
August 1986 - September 1988 · 2 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1984 - July 1986 · 1 yr 8 mos
Freeman Financial Services CorporationBroker
April 1984 - October 1984 · 6 mos
Bullock Higbie & Company, INC.Broker
November 1983 - March 1984 · 4 mos
State Registrations3 states
CAFLTX
Advisor

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Exams
No exam information available for this advisor.
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