Service Models & Fees

Managed Asset Level, in US DollarsAnnual % Fee
0 - 1,000,000 1.25% on first 1,000,000
1,000,000 - 2,500,0001.00% on next 1,500,000
2,500,000 - 5,000,0000.40% on next 2,500,000

PARAGON is currently offering comprehensive Wealth Management Relationships, which include Financial Planning and Wealth Management Services at no additional cost, for clients with portfolios of $1,000,000 and above.

Most clients pay their fees directly from their accounts and see no impact on their monthly cash flow.  Our goal is to keep your total investment costs (including "expense ratios" ) as low as possible to maximize your return.  PARAGON’s portfolio expense ratios are as low as 0.14% annually - less expensive than most mutual funds found in 401k plans.

Fee Table Calculations

We realize that “tiered” fee structures can be confusing.  Please reference the chart to your right to quickly estimate fees for portfolios of varying sizes. The fee percentage shown includes Recession Protocol™, and all of the Wealth Management services on our Wealth Management page.

$2 Million 1.13%
$3 Million0.98%
$4 Million0.84%
$5 Million0.75%
$7.5 Million0.63%
$10 Million0.58%
CFP Fees

our fee schedule is tiered, and is very cost effective.

For example, the aggregate annual fee on a $5 Million portfolio is only 0.75% because the last $2.5 Million is only charged 0.4%, and includes ALL comprehensive wealth management services, including Recession Protocol™ at no additional charge.

With PARAGON's low cost portfolios, the total cost of PARAGON's services, including investment costs, may be lower than the cost of many equity mutual funds you would invest in on your own.* Sometimes, after a thorough cost analysis of a perspective client's existing portfolio - becoming a PARAGON client may actually cost less than staying where you are!