Paragon Financial Advisors
Assets Under Management
$847.0M
Number of Clients
412
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Paragon Financial Advisors offers financial planning and discretionary asset management. Financial planning covers areas like retirement, tax, estate, and college planning. Investment management includes ongoing supervision and re-balancing of portfolios. They may recommend third-party investment advisers.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Location
215 Rock Prairie Rd., College Station, TX, 77845
