Paragon Retirement Planning provides financial planning services, including comprehensive plans and single-issue consulting. Paragon also recommends unaffiliated third-party investment advisors to manage client portfolios. Paragon monitors the third-party advisors and maintains client relationships, but does not provide direct portfolio management.
Assets Under Management$75M
Clients150
Advisors4
Avg. per Client$500K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Paragon Retirement Planning recommends third-party investment advisors to manage client portfolios. The total fee you'll pay, including Paragon's fee and the sub-advisor's fee, ranges from 0.50% to 1.95% of your portfolio per year. Paragon's fee alone ranges from 0.25% to 1.2% and may be negotiable.
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