Levels of Service

Paragon Investment Advisors

Choose Your Level of Service

Access Only

Access to private and alternative investments for self-driven investors

Fee: 0.45% on amount invested
For portfolios of $1,000,000
Min. portfolio size $100k

Access to institutional shares and
restricted private debt funds

Access to Private and Alternative Investments
Invest in Institutional Shares & Restricted Funds
Annual Meetings With Advisor
24/7 Access to Your Advisor
Tax-Management Education
Comprehensive Tax-Loss Harvesting & Management
Portfolio Management via Paragon Model Portfolio

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Full Service

Comprehensive investment service incl. financial planning, tax analysis, and more.

Fee: 0.75% on amount invested
For portfolios of $1,000,000
Min. portfolio size $250k

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
Annual Meetings With Advisor
24/7 Access to Your Advisor
Comprehensive Tax-Loss Harvesting & Management
Custom Portfolio Management by Paragon Advisor, integrate Paragon Model Portfolio with existing assets/investments.

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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

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.

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Investment Advisor's

Level Of Service