Paratus Financial, Inc. provides comprehensive financial planning, tax planning, and investment management services to high-net-worth individuals, families, trusts, estates, retirement plans, and charitable organizations. Founded in 2003 and based in Dallas, Texas, the firm helps clients set and prioritize financial goals, manage investment portfolios, and optimize strategies regarding taxes and estate planning. Paratus Financial creates customized financial plans covering retirement, cash flow analysis, debt management, and employee benefits. The firm uses a buy-and-hold strategy focusing on mutual funds and exchange-traded funds, and can incorporate outside investment managers and client-directed assets into its overall recommendations. Associated professionals are also licensed Certified Public Accountants, allowing the firm to assist clients with income tax preparation and accounting services alongside ongoing financial advice.
Fee Structure
Paratus Financial manages investment portfolios as part of its comprehensive financial planning engagements. Fees for investment management and planning services are based on hourly rates ranging from $80 to $700 per hour, which are then incorporated into fixed-fee annual contracts negotiated directly with each client.