Eugene Chow is a CFA-designated registered investment advisor at Paragon Asset Management INC., based in Orinda, CA, with 13 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 are billed quarterly in arrears. Paragon Asset Management may group related client accounts for householding purposes to meet account size minimums and determine fees. Fees are negotiable.
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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Exams
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