Paragon Financial Advisors provides investment management and financial planning services for individuals, high-net-worth families, businesses, and retirement plans. The firm builds globally diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments, managing them with the authority to make trades without asking first. Paragon Financial Advisors tailors investment strategies to each client's timeline, risk tolerance, and goals, while also offering broader guidance on retirement, estate, tax cash flow, and business planning. The firm generally requires a minimum of $1,000,000 in investable assets, though it works with smaller accounts subject to a minimum annual fee.
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% |
Portfolios under $1,000,000 are subject to a minimum annual fee of $12,000. Fees are negotiable on a client-by-client basis.
