Paragon Capital Management offers investment management, financial planning, and retirement plan services. They manage portfolios for individuals, high-net-worth individuals, families, trusts, retirement plans, corporations, charitable foundations, and pension plans. They primarily invest in equities, debt securities, mutual funds, and exchange-traded funds. The firm typically requires a minimum account size of $1,000,000, but may accept smaller accounts at their discretion.
Assets Under Management$1.2B
Clients185
Advisors5
Avg. per Client$6.8M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum annual fee of $7,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
