Paragon Financial Partners provides wealth management services, including financial planning and investment portfolio management. Paragon works with clients to identify their financial goals, risk tolerance, and financial situation to create a customized portfolio strategy. Paragon also offers financial planning and consulting services on an hourly or fixed-fee basis.
Assets Under Management$340M
Clients118
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Minimum annual fee of $15,000. Fees may be negotiable. Trustee services are charged a flat asset-based fee up to 1% in addition to wealth management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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