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How does the advisor help clients – Key Takeaways:
PARAGON ASSET MANAGEMENT INC. is dedicated to helping clients achieve their financial goals and navigate the ever-changing world of finance. With a team of highly skilled and experienced financial advisors, the firm provides a range of services and expertise to support their clients in building and managing their wealth.
Here are the key takeaways of how PARAGON ASSET MANAGEMENT INC. helps their clients:
- Customized investment strategies tailored to individual goals and risk appetites
- In-depth financial planning and analysis to create a comprehensive financial roadmap
- Access to a diverse selection of investment products and services
- Ongoing monitoring and adjustments to portfolios to ensure alignment with clients’ objectives
- Regular communication and education to keep clients informed and involved in their financial journey
Facts and Insights
PARAGON ASSET MANAGEMENT INC. was founded in 1998 and has been in business for over 20 years. With their commitment to providing exceptional financial services, the firm has grown to manage over $500 million in assets under management. Their team of advisors has an average of 15 years of experience in the industry, bringing in-depth knowledge and expertise to their clients’ portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 35 | 20+ |
Financial Services Offered
PARAGON ASSET MANAGEMENT INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning and analysis
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance analysis and management
- Education planning
- Corporate and executive services
Client Types
PARAGON ASSET MANAGEMENT INC. serves a diverse clientele, including individuals, families, and businesses. Their advisors have experience working with clients at different stages of their financial journey and understand the unique needs and goals of each client.
Fees & Compensation
The fees and compensation structure at PARAGON ASSET MANAGEMENT INC. are transparent and aligned with their clients’ interests. The firm charges a percentage of assets under management as their fee, and clients are informed about the fees charged for each service provided. Their advisors do not earn any commissions, ensuring they always act in their clients’ best interests.
Background
The team at PARAGON ASSET MANAGEMENT INC. comprises highly qualified and experienced financial professionals. They prioritize building long-term relationships with their clients and strive to provide exceptional service and expertise. The firm’s values of integrity, transparency, and client-centric approach have earned them a reputation as a trusted and reliable financial advisor.
Financial Advisor Disclosures to Know
- PARAGON ASSET MANAGEMENT INC. operates as a fee-only advisor, meaning their advisors do not receive any commissions for selling financial products.
- The firm does not have any legal or regulatory actions or disciplinary incidents on their record.
- There are no conflicts of interest between PARAGON ASSET MANAGEMENT INC. and their clients.