Aragon Advisors provides investment management services on both a discretionary and non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. They also offer financial planning services, covering areas like retirement, taxes, and estate planning. Additionally, Aragon provides services to qualified retirement plans, acting as a limited scope fiduciary.
Assets Under Management$190K
Clients4
Advisors1
Avg. per Client$47K
Avg. per Advisor$190K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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