Assets Under Management
$156.9M
Number of Clients
172
Number of Advisors
3
Average Client AUM
$912K
AUM per Advisor
$52.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Paragon Wealth Management offers investment supervisory services and financial planning to individuals and institutions. They construct client portfolios using ETFs, individual equities, and other securities. Financial planning is consistent with the client's financial and tax status and risk/reward objectives. Services are based on the individual needs of the client.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Fees are negotiable under limited circumstances.
3651 North 100 East, Suite 275, Provo, UT, 84604-4557