Paragon Capital Management
Assets Under Management
$1.2B
Number of Clients
185
Number of Advisors
5
Avg. Portfolio per Client
$6.8M
Avg. Managed per Advisor
$249.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Paragon Capital Management offers investment management, financial planning, and retirement plan services. They manage portfolios for individuals, high-net-worth individuals, families, trusts, retirement plans, corporations, charitable foundations, and pension plans. They primarily invest in equities, debt securities, mutual funds, and exchange-traded funds. The firm typically requires a minimum account size of $1,000,000, but may accept smaller accounts at their discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum annual fee of $7,000. Fees may be negotiable.
Fee Estimator
Areas of Practice
Location
999 18th St., Ste 1401, Denver, CO, 80202
