Aragon Capital offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client and construct a plan to select a suitable portfolio. Aragon Capital generally invests in mutual funds, equities, bonds, ETFs, REITs, and government securities. They may recommend third-party managers like Lionshare. They also offer services for accounts not directly held in their custody, such as 401(k)s.
Assets Under Management$290M
Clients839
Advisors6
Avg. per Client$340K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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