Still deciding if we’re right for you?
These frequently asked questions may help:
There's four key ways that Paragon is different from other financial advisors:
Pricing for our services are based on a percentage of total assets under advisement, and may be found here.
For Paragon's Access-Only Service, pricing starts at 0.45% for portfolios of $1.0M or more. We are committed to keeping our advisory fees low, because the more you pay in fees, the less you have to invest next year.
Our minimum account size is $100,000 USD. For individuals or families earning more than $300k a year, the minimum account size can be waived. Our fees are based on a percentage of assets under management, and vary based on level of service and account size. For more details, please see here.
We will selectively sell securities that have losses, referred to as “loss harvesting,” in order to offset capital gains elsewhere in the portfolio and/or ordinary income. With the proceeds from the sale, we will purchase a comparable security to maintain the appropriate asset allocation and risk exposure. By loss harvesting, your tax bill will be lower, giving you a larger tax refund (or lower tax payment) and more money to invest next year.
Conversely, we assess tax consequences when considering the sale of securities with gains. In many instances we can mitigate the tax consequence through a variety of techniques, including realizing offsetting losses, gifting/donating securities, and prudent estate planning.
Your Paragon advisor will be able to explain how best to execute trades to manage your investments in a tax-efficient manner.
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.