Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Paragon imposes a minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Paragon reserves the right to lower or remove this minimum at its discretion. Paragon may group certain related client accounts for the purpose of attaining the minimum Assets Under Management (AUM) and determining the annualized fee.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, billed quarterly. The minimum account size is $1,000,000. There is a minimum annual fee of $12,000 or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Paragon reserves the option to charge a separate fee for financial planning in addition to the investment management fee for relationships under $1,000,000 in AUM. Discounts may be offered to family members and associated relatives of employed persons of Paragon. Fees may be negotiable on a client-by-client basis.
Areas of Practice
Advisor Information
Office location
215 Rock Prairie Rd., College Station, TX, 77845
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David Wall HaileyRegulatory 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.
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David is a limited partner in R & D Hailey Family Limited Partnership, president of Hailey Bar W Ranch, Inc. and Wall Foundation, Inc., and managing member of LCA Real Estate, LLC. These activities involve real estate, farmland, agriculture, ranching, and rental property, taking about 10-20% of David's time overall.
Employment History
Current Registrations
Paragon Financial Advisors
State Registrations1 state
Exams
Additional Information
As co-founder and President at Paragon Advisors, David brings over 24 years of experience in advising high net worth individuals in all aspects of trust services, financial planning, and investment management.David earned a BS from Texas A&M University and later graduated from both the National Graduate Trust School and the Southwest Graduate School of Banking. David has since continued his education and earned Certified Financial Planner™ (CFP®) and Certified Trust & Financial Advisor™(CTFA®) designations.David lives in College Station, TX with his wife, Camille, and three children. He is very involved in the community having volunteered his time with the Brazos Valley Estate and Financial Planning Council, College Station Noon Lion’s Club, has coached various youth sport teams in the BCS area, and serves A&M Church of Christ as a Deacon. He has previously served on the Board of Directors for the following community charities: Brazos Valley Rehabilitation, Brazos Valley Estate and Financial Planning Council, and the Brazos Valley Parkinson Disease Committee.