Pricing

What About Pricing?

At Paragon Capital Management, we are fee-only fiduciary advisors, placing our clients' interests above all else. We take no commission ensuring that our advice is always unbiased. As our client, you will be the only one paying us, ensuring that our incentives are aligned with yours.


We understand that choosing an advisor is a big decision and want to ensure that our clients feel they are getting good value. We believe that by providing transparent, fair, and competitive pricing, we offer one of the best values in the industry.


Assets
Annualized Paragon Fees (% of
Assets Under Management)
1st $1 Million
0.90%
Next $1 - $5 Million
0.70%
Next $5 - $10 Million
0.50%
Any Assets $10+ Million
0.35%

Our Client-Focused Services Include:

Comprehensive Financial Planning

Comprehensive Financial Planning

Investment Management

Investment Management

Income & Tax Planning

Income & Tax Planning

Retirement Planning

Retirement Planning

Investment Analysis

Investment Analysis

Estate &#38; Legacy Planning<br/>

Estate & Legacy Planning

Career Transition

Career Transition

And More

And More

How We Compare

We beleive our fees provide the best value for our clients based on the custom tailored financial and tax planning we offer with solid investment management. Based on industry studies from Kitces.com and Charles Schwab, you can see how our fees may compare to other advisors.

Assets
       $1,000,000
       $2,000,000
       $3,000,000
       $5,000,000
       $10,000,000
       $20,000,000
Paragon Fees
0.90%
0.80%
0.77%
0.74%
0.62%
0.49%
Industry Average
1.02%
0.91%
0.86%
0.84%
0.69%
0.65%
Assets
$1,000,000
Paragon Fees
0.90%
Industry Average
1.02%
Assets
$2,000,000
Paragon Fees
0.80%
Industry Average
0.91%
Assets
$3,000,000
Paragon Fees
0.77%
Industry Average
0.86%
Assets
$5,000,000
Paragon Fees
0.74%
Industry Average
0.84%
Assets
$10,000,000
Paragon Fees
0.62%
Industry Average
0.69%
Assets
$20,000,000
Paragon Fees
0.49%
Industry Average
0.65%
<strong>Interested in Working With Us?</strong>

Interested in Working With Us?

Through a straightforward planning process, we’ll work to address your needs and goals for the future.