Pricing | Paragon Investing
Paragon Investing

Choose Your Level Of Service

Fee Rate Annual Cost

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.

All Paragon Plans Include

Dedicated investment advisor
Access to private/restricted funds
Annual 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
Do you have more questions?   Please see our FAQ's, or you may also contact us here.

Calculate My Fee

* Total size of portfolio, including all investable assets across all accounts.

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.