Aragon Family Office provides investment advice tailored to clients' needs and investment goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Aragon offers discretionary investment advisory services through managed account programs to individuals and high net worth individuals.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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