Nathan White is a CFA-designated registered investment advisor at Paragon Wealth Management, based in Provo, UT, with 19 years of industry experience. Nathan 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
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.
Employment History
Current Registrations
Paragon Wealth Management
State Registrations2 states
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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