Paragon Financial Advisors offers financial planning and investment management services to individuals, high net worth individuals, and businesses. Financial planning advice is tailored to individual needs and may include retirement, tax, estate, and college planning. Paragon manages investment portfolios with discretion, making investment decisions based on client goals and market conditions. Paragon can also refer clients to third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Paragon may group certain related client accounts for the purpose of attaining the minimum Assets Under Management (AUM) and determining the annualized fee. Paragon imposes a minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Paragon reserves the right to lower or remove this minimum at its discretion. Limited Negotiability of Advisory Fees: Although Paragon has the aforementioned customary fee schedule, we retain the discretion to negotiate alternative fees on a client-by-client basis. The client's circumstances and needs will be considered in determining the negotiated fee schedule. Discounts, not generally available to our advisory clients, may be offered to family members and associated relatives of employed persons of Paragon. Some clients with Paragon may be on legacy fee schedules.
