Paragon Financial Services offers personalized investment advice and financial planning. Services include portfolio management, financial planning, pension consulting, and advisory consulting. Paragon tailors its advice to meet individual client needs, considering investment objectives and risk tolerance. For financial planning, Paragon develops a written plan to help clients achieve their financial goals. Paragon also offers estate and tax planning coordination services.
Assets Under Management$380M
Clients738
Advisors3
Avg. per Client$520K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Certain legacy clients may be assessed a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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