Jonathan Carender is a CFP-designated registered investment advisor at Paragon Investing, LLC, based in Royal Oak, MI, with 5 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 184 clients with $140M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
In individual cases, Paragon has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees. Paragon Investing, LLC also provides Advisory Services for assets for which management is not preferred or available. Annual fees range up to 1.00%, depending on the amount of assets under advisement (“AUA”)
Fee Estimator
Location
Royal Oak, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Paragon Investing, LLC
State Registrations4 states
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