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 $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
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a color commentator for KBTX Sports and Tex Ags, providing commentary on football games. He also has roles in BSM Capital LP and LLC, and is a member of MMO Brazos Investment LLC, a passive investment vehicle.