Paragon Capital Advisors provides investment management services to individuals and trusts. Paragon tailors investment advice to each client's specific goals, objectives, and risk tolerance, gathered through interviews and questionnaires. Clients can restrict investments in certain securities. Paragon does not manage accounts with discretionary authority, requiring client approval for all trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule is negotiable. Rates may deviate based upon the size of the account being managed. For example, a $10 million dollar account may have a fee of less than 0.50% of the assets under management. We may also deviate from the above rate schedule for low complexity accounts that we anticipate will require a lower level of effort. We may also offer a rate that is less than the fee schedule when our client is experiencing a short-term financial hardship.