PL
PL

Peter Labrash

2 Years of Experience
Troy, MI

Peter Labrash is a registered investment advisor at Paragon Retirement Planning, INC., based in Troy, MI, with 2 years of industry experience. Peter 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
150 clients
Average Client Portfolio
$500K average
Assets Under Management
$75.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

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.

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Location

200 East Big Beaver, Troy, MI, 48083

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Paragon Retirement Planning, INC.
July 2024 - Present · 1 yr 10 mos
Previous Registrations
MML Investors Services, LLC
December 2023 - February 2024 · 2 mos
MML Investors Services, LLCBroker
December 2023 - February 2024 · 2 mos
Prudential Financial Planning Services
May 2023 - July 2023 · 2 mos
Pruco Securities, LLC.Broker
March 2023 - July 2023 · 4 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.