Stephen Mcgee is a CFP-designated registered investment advisor at Paragon Financial Advisors, based in College Station, TX, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Divorce Planning, Education Planning, and 6 more. Their firm serves 458 clients with $1B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Portfolios under $1,000,000 are subject to a minimum annual fee of $12,000. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
215 Rock Prairie Rd., College Station, TX, 77845
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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
Stephen is a color commentator for KBTX Sports and Tex Ags, providing commentary on football games. He also has roles in BSM Capital LP and LLC, and is a member of MMO Brazos Investment LLC, a passive investment vehicle.
Employment History
Current Registrations
Paragon Financial Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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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