Paragon Capital Management manages investment portfolios and provides financial planning for individuals, high net worth individuals, foundations, trusts, and estates. Paragon Capital Management designs customized investment strategies tailored to each client's specific goals, risk tolerance, and time horizon. Portfolios typically consist of individual stocks, exchange-traded funds, mutual funds, government and corporate bonds, preferred stock, structured notes, and money market funds. Paragon Capital Management uses fundamental analysis to evaluate investments and supervises accounts on a discretionary basis, meaning the firm makes trades on your behalf without needing approval for every single transaction. Financial planning is integrated into the overall advisory relationship rather than billed separately.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated for larger or related accounts, up to a maximum annual fee of 1.00%. There is a minimum annual fee of $2,500 per household.