Logan Bauer is a registered investment advisor at Paragon Retirement Planning, INC., based in Troy, MI. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paragon Retirement Planning recommends third-party investment advisors to manage client portfolios. The total fee you'll pay, including Paragon's fee and the sub-advisor's fee, ranges from 0.50% to 1.95% of your portfolio per year. Paragon's fee alone ranges from 0.25% to 1.2% and may be negotiable.
Location
50 W. Big Beaver, Suite 410, Troy, MI, 48083
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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 →Employment History
Current Registrations
Paragon Retirement Planning, INC.
Previous Registrations
Foguth Wealth Management, LLC.
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.