Paragon Asset Management offers ongoing asset management services to clients. Paragon determines individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on these factors. Paragon has the authority to execute transactions in the account without seeking client approval on each transaction.
Assets Under Management$120M
Clients60
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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