David Young is a registered investment advisor at Paragon Wealth Management, based in Provo, UT, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, Insurance Planning, and 3 more. Their firm serves 186 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Schedule reflects Paragon Tactical Portfolios. Core Portfolios have separate rates ranging from 0.95% down to 0.85%. Custom portfolios are negotiable. Fees are billed quarterly in advance.
Fee Estimator
Location
3651 North 100 East, Suite 275, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a member of the board of directors at OC Jones & Sons since 2013, dedicating minimal time. He also serves as the Mayor and Chairman of the City Council for Orem City, UT, since 2023, dedicating about a quarter to half of his time.
Employment History
Current Registrations
Paragon Wealth Management
Previous Registrations
Paragon Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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