Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fee Estimator
Fees for advisory services may be charged as a percentage of assets under management, hourly rate, fixed rate, or performance-based fee. For Paragon Tactical Portfolios, the annual fee is 1.85% on the first $500,000, 1.50% on assets between $500,001 and $1,000,000, 1.35% on assets between $1,000,001 and $2,000,000, and 1.00% on assets over $2,000,000. For Paragon Core Portfolios, the annual fee is 0.95% on the first $2,000,000, 0.90% on assets between $2,000,001 and $5,000,000, and 0.85% on assets over $5,000,000. Custom Bond and Equity Portfolios are negotiable. The minimum account size is generally $200,000.
Areas of Practice
Advisor Information
Office location
3651 North 100 East, Suite 275, Provo, UT, 84604
Get directionsRegulatory 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 →Other Business Activities
David is a member of the board of directors at OC Jones & Sons since 2013, dedicating minimal time. He also serves as the Mayor and Chairman of the City Council for Orem City, UT, since 2023, dedicating about a quarter to half of his time.