Eugene Chow is a CFA-designated registered investment advisor at Paragon Asset Management INC., based in Orinda, CA, with 12 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $120M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Location
15 Altarinda Road, Suite 205, Orinda, CA, 94563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Eugene operates a computer consulting business, Chow Consulting, offering services like investment portfolio accounting. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Paragon Asset Management INC.
State Registrations1 state
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