Paragon Financial Advisors
Assets Under Management
$847.0M
Number of Clients
412
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$94.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Paragon Financial Advisors offers financial planning and discretionary asset management services. They work with individuals, high-net-worth individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. They may recommend other professionals and sub-advisers.
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% |
A minimum of $1,000,000 of assets under Paragon’s management is required for our services. 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.
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. Accounts under $1,000,000 are subject to a minimum annual fee of $12,000 or $3,000 per quarter. Paragon may charge a separate fee for financial planning for relationships under $1,000,000 in AUM. Discounts may be offered to family members and associated relatives of employed persons of Paragon.
Areas of Practice
Location
215 Rock Prairie Rd., College Station, TX, 77845
