Levels of Service

Paragon Investment Advisors

Choose Your Level of Service

Access Only

Access to private and alternative investments for self-driven investors looking to drive greater returns

Fee: 0.65% on amount invested
For portfolios of $1,000,000
Fee for smaller portfolios capped at 1.00%
Min. portfolio size $100k
Fee rate of 0.45% at $5.0M

Access to institutional shares and
restricted private debt/equity funds

Access to Private and Alternative Investments
Invest in Institutional Shares & Restricted Funds
Dedicated Financial Advisor
On-demand Meetings With Advisor
Quarterly Newsletter
Monthly Recommendations
Unlimited Access to Your Advisor
Tax-Management Education
Financial Planning & Retirement Modeling
Comprehensive Tax-Loss Harvesting & Management
Portfolio Management via Paragon Model Portfolio

Learn More

Full Service

Comprehensive investment service including financial planning, tax analysis, retirement modeling, and more.

Fee: 0.80% on amount invested
For portfolios of $1,000,000
Fee for smaller portfolios capped at 1.00%
Min. portfolio size $300k
Fee rate of 0.60% at $5.0M

Our highest level of service for clients
who want the best we offer

Access to Private and Alternative Investments
Invest in Institutional Shares & Restricted Funds
Dedicated Financial Advisor
On-demand Meetings With Advisor
Quarterly Newsletter
Monthly Recommendations
Unlimited Access to Your Advisor
Financial Planning & Retirement Modeling
Comprehensive Tax-Loss Harvesting & Management
Custom Portfolio Management by Paragon Advisor, integrate Paragon Model Portfolio with existing assets/investments.

Learn More

All Paragon Plans Include

Dedicated investment advisor

Access to private/restricted funds

On-demand meetings with advisor

Quarterly asset allocation recommendations

Access to institutional share classes

Personalized recommendations

Detailed performance reports

Socially-responsible investing (ESG)

Quarterly fund recommendations

Tax loss-harvesting education

Some level of tax management

Low fund, sales, & load fees

Have More Questions? Go to FAQ's Or you may Contact Us here.

Plan Details & Pricing

See Plans & Pricing

1. Return Assumptions & Disclosures for Paragon Investing.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details.

Choose Your

Investment Advisor's

Level Of Service