| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
860 Blue Gentian Rd Ste 295, Eagan, MN, 55121
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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 →Stacey is involved with Paragon Operations, LLC, starting in September 2022. This takes about a quarter of Stacey's time, including time during trading hours, and is not investment-related.