Pricing | Paragon Investing

Paragon

Advisory Fee

Includes Portfolio Management & Financial Planning

Annual Advisor Fees

Paragon Investing

Advisory Fee Rates

Full Service

Includes custom portfolio management and personalized financial planning.

1.00% / year
For portfolios of $1,000,000
Min. portfolio size $500k

Access to Private Funds & Alternative Investments
Invest in Restricted Funds & Institutional Share Classes
On-Demand Meetings With Advisor
Quarterly Newsletter
Monthly Recommendations
Unlimited Access to Your Advisor
Advanced Performance Reporting System With Daily Updates
Comprehensive Tax-Loss Harvesting
Financial Planning & Retirement Modeling
Personalized Recommendations & Portfolio Management
Custom Analysis for Legacy Positions

Learn More

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 Clients Receive

Dedicated investment advisor

Access to private/restricted funds

Reduced fund minimums

Low fees relative to peers

Institutional share classes

Personalized recommendations

Detailed performance reports

Tax analysis & tax-conscious trades

On-demand meetings with advisor

Quarterly newsletter with model performance and market commentary

Monthly fund recommendations

Do you have more questions? Please see our FAQ's, or you may also contact us here.

Calculate My Fee

Assets Under Advisement:

* Including all assets across all account types.

Annual Fee:

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.