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Nily Levy
39 Years of Experience
Overland Park, KS
1 Disclosure
Nily Levy is a registered investment advisor at Paragon Capital Management LLC, based in Overland Park, KS, with 39 years of industry experience. Nily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 350 clients with $740M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$739.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9200 Indian Creek Pkwy, Suite 600, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2003Denied
Employment History
Current Registrations
Paragon Capital Management LLC
November 2020 - Present · 5 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2006 - April 2019 · 12 yrs 5 mos
Charles Schwab & CO., INC.Broker
March 1994 - April 2019 · 25 yrs 1 mo
Hambrecht & Quist IncorporatedBroker
August 1993 - March 1994 · 7 mos
Equico Securities, INC.Broker
April 1993 - May 1993 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
April 1993 - May 1993 · 1 mo
Bear, Stearns & CO. INC.Broker
October 1992 - January 1993 · 3 mos
Lehman Brothers INC.Broker
February 1991 - October 1992 · 1 yr 8 mos
Gruntal & CO. IncorporatedBroker
June 1990 - December 1990 · 6 mos
Shearson Lehman Hutton INC.Broker
September 1988 - June 1990 · 1 yr 9 mos
Drexel Burnham Lambert IncorporatedBroker
August 1986 - September 1988 · 2 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1984 - July 1986 · 1 yr 8 mos
Freeman Financial Services CorporationBroker
April 1984 - October 1984 · 6 mos
Bullock Higbie & Company, INC.Broker
November 1983 - March 1984 · 4 mos
State Registrations3 states
CAFLTX
Advisor
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Exams
No exam information available for this advisor.