Paragon Wealth Management offers investment management and financial planning services. They assess clients' financial situations and investment goals to recommend suitable investment strategies. Paragon constructs portfolios using various securities, including ETFs, individual equities, and mutual funds. Financial planning services cover investments, insurance, taxes, and estate plans. They also provide asset allocation strategies to other investment advisors.
Assets Under Management$160M
Clients172
Advisors3
Avg. per Client$910K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
These rates apply to Paragon Tactical Portfolios. Paragon Core Portfolios have a different fee schedule: $0 to $2M: 0.95%, $2M to $5M: 0.90%, Over $5M: 0.85%. Fees for Custom Bond and Equity Portfolios are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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