Paragon Capital Management offers ongoing investment management and financial planning services. They manage investments based on your goals and risk tolerance, primarily using stocks, ETFs, mutual funds, and bonds. Financial planning is included as part of the investment advisory relationship. Paragon also acts as a sub-advisor to other advisors.
Assets Under Management$740M
Clients350
Advisors8
Avg. per Client$2.1M
Avg. per Advisor$92M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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