Gain access to private investments and institutional shares classes with our guidance and resources.
We will manage your custom portfolio, including personalized situation analysis.
Paragon's highest level of service.
Pricing and fees for Paragon Investing Advisor services are based on a percentage of total assets under advisement (AUA).
Fees shown are on a per-year basis, but fees are assessed at the end of each quarter, after advisor services have been rendered.
This pricing does not include fund fees (expense ratios), trading fees/commissions, transaction fees,
wire fees, or other Charles Schwab fees. Paragon’s only compensation is the advisor fee.
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.
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