Paragon Wealth Management
Assets Under Management
$156.9M
Number of Clients
172
Number of Advisors
3
Avg. Portfolio per Client
$912K
Avg. Managed per Advisor
$52.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
3651 North 100 East, Suite 275, Provo, UT, 84604-4557