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 Investment Capital 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 otherP.I.C fees. Paragon’s only compensation is the advisor fee.
1. Paragon's lowest published advisor fee of 0.45% is for Access Only service with £1.0M+ in assets under advisement. That fee level is 55% lower than the industry-average retail advisor fee of 1.00% (as of 2018):
PriceMetrix by McKinsey: State of Retail Wealth Management, 8th Annual Report, 2018
2. Return Assumptions & Disclosures for Paragon Investment Capital.
3. Private Debt Illiquidity Yield Premium: Disclosures & Assumptions.
4. Private Debt & Private Equity Historical Outperformance Table.
5. Max drawdown figures are quarterly max drawdowns for all asset classes.
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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