Kaneil Menlove is a registered investment advisor at Paragon Wealth Management, based in Provo, UT, with 11 years of industry experience. Kaneil 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, 84604-4557
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 →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.