Paragon Asset Management is an investment advisory firm based in Orinda, California, founded in 1992 and led by Eugene Chow. The firm specializes in personalized asset management services for individuals, high net-worth individuals, businesses, corporations, and charities. Paragon Asset Management determines individual investment goals, time horizons, objectives, and risk tolerance to build tailored portfolios primarily using open-end mutual funds and exchange-traded funds. Investment strategies incorporate fundamental and technical analysis, and the firm can operate on a discretionary basis, meaning they have the authority to execute trades without asking first. Paragon Asset Management is legally required to act in your best interest and focuses purely on portfolio management rather than comprehensive financial planning.
Fee Structure
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 are billed quarterly in arrears. Paragon Asset Management may group related client accounts for householding purposes to meet account size minimums and determine fees. Fees are negotiable.