Paragon Investing offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Paragon also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Services are offered through Investment Advisory Representatives to accounts opened with Paragon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
In individual cases, Paragon has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees. Paragon Investing, LLC also provides Advisory Services for assets for which management is not preferred or available. Annual fees range up to 1.00%, depending on the amount of assets under advisement (“AUA”)