Paragon Private Wealth Management provides financial planning, consulting, and investment management services. Financial planning covers business, cash flow, tax, trust, estate, insurance, charitable giving, retirement, and education planning. Investment management is offered on a discretionary or non-discretionary basis, including wealth management services. Paragon Private Wealth Management may recommend independent investment managers. They also offer cash management and treasury investment options for government entities.
Fee Structure
Paragon Private Wealth Management charges an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, in advance, based on the average daily account balance.