Paragon Wealth Management
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
About This Firm
Paragon Wealth Management offers investment supervisory services and financial planning to individuals and institutions. Investment management is provided on a discretionary and non-discretionary basis. They construct client portfolios using ETFs, individual equities, and other securities. Financial planning may be comprehensive or segmented and focus on investments, insurance, taxes, and/or estate plans.
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
Location
3651 North 100 East, Suite 275, Provo, UT, 84604-4557