Matthew Lee is a CFP-designated registered investment advisor at Paragon Financial Advisors, based in College Station, TX. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 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% |
Paragon may group certain related client accounts for the purpose of attaining the minimum Assets Under Management (AUM) and determining the annualized fee. Paragon imposes a minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Paragon reserves the right to lower or remove this minimum at its discretion. Limited Negotiability of Advisory Fees: Although Paragon has the aforementioned customary fee schedule, we retain the discretion to negotiate alternative fees on a client-by-client basis. The client's circumstances and needs will be considered in determining the negotiated fee schedule. Discounts, not generally available to our advisory clients, may be offered to family members and associated relatives of employed persons of Paragon. Some clients with Paragon may be on legacy fee schedules.
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.
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Current Registrations
Paragon Financial Advisors
State Registrations1 state
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