Paragon Outcomes Management provides investment advisory services on both a discretionary and nondiscretionary basis. Paragon manages portfolios of pooled investment vehicles for sophisticated investors and provides management, advisory, and monitoring services to privately-owned corporations. Paragon tailors its advisory services to the individual needs of its clients based upon its understanding of each client’s financial situation, goals, and objectives.
Fee Structure
Paragon Outcomes Management generally charges clients a management fee of 1% per year, calculated and paid quarterly in advance. Clients also make an annual performance-based allocation to an affiliate of Paragon, ranging from 15% to 20% of new appreciation. Fees are generally deducted from the client's custodial accounts. Clients may also invest in third-party investment vehicles, which charge their own management and incentive fees.