Aragon Capital offers ongoing portfolio management tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and assists with asset allocation, strategy selection, and regular portfolio monitoring. Aragon Capital generally limits investments to mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, and government securities, though other investments may be used for diversification. The firm may also recommend third-party managers or platforms, such as Lionshare or Howard Capital Management, for specialized strategies. Additionally, Aragon Capital handles certain held-away accounts like retirement plans using specialized management tools to maintain consistent investment strategies across all client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.50% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable depending on the client's needs and the complexity of the situation.