| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Fees are negotiable under limited circumstances.
3651 North 100 East, Suite 275, Provo, UT, 84604
Get directionsNo 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 →Nathan is the Manager/EVP of Paragon I GP, LLC, a general partner of a limited partnership, since 2021. He spends minimal time on administrative duties related to this non-investment business.