David Young is a registered investment advisor at Paragon Wealth Management, based in Provo, UT, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 172 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
These rates apply to Paragon Tactical Portfolios. Paragon Core Portfolios have a different fee schedule: $0 to $2M: 0.95%, $2M to $5M: 0.90%, Over $5M: 0.85%. Fees for Custom Bond and Equity Portfolios are negotiable.
Fee Estimator
Location
3651 North 100 East, Suite 275, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a member of the board of directors at OC Jones & Sons since 2013, dedicating minimal time. He also serves as the Mayor and Chairman of the City Council for Orem City, UT, since 2023, dedicating about a quarter to half of his time.
Employment History
Current Registrations
Paragon Wealth Management
Previous Registrations
Paragon Capital Management INC
State Registrations1 state
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