Nathan White is a CFA-designated registered investment advisor at Paragon Wealth Management, based in Provo, UT, with 19 years of industry experience. Nathan 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
Get directionsHistory
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
Nathan is the Manager/EVP of Paragon I GP, LLC, a general partner of a limited partnership, since 2021. He spends minimal time on administrative duties related to this non-investment business.
Employment History
Current Registrations
Paragon Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.