How does the advisor help clients – Key Takeaways:
PARAGON CAPITAL ADVISORS, LLC is a top-rated financial advisory firm that specializes in providing personalized and comprehensive solutions to its clients. The firm’s team of experienced financial experts work closely with each client to develop a customized strategy that meets their specific financial goals and objectives. Here are some key takeaways on how PARAGON CAPITAL ADVISORS, LLC helps its clients:
- Provides personalized and comprehensive financial solutions
- Works closely with each client to develop a customized strategy
- Considers individual financial goals and objectives
- Expertise in various financial services
- Tailored approach for each client
Facts and Insights
PARGON CAPITAL ADVISORS, LLC is an established financial advisory firm that caters to a diverse clientele. With over 20 years in the financial industry, the firm has gained extensive knowledge and insights into the market and economy. Here are some facts and insights about PARAGON CAPITAL ADVISORS, LLC:
| Assets Under Management | $500 million+ |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 20+ years |
Financial Services Offered
PARAGON CAPITAL ADVISORS, LLC offers a wide range of financial services to its clients. Whether an individual, family or business, the firm has the expertise to assist with various financial needs. Here are some of the services offered by PARAGON CAPITAL ADVISORS, LLC:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
PARAGON CAPITAL ADVISORS, LLC caters to a diverse clientele, ranging from individuals to businesses. The firm has experience in working with clients from different industries and backgrounds. Some of the client types that PARAGON CAPITAL ADVISORS, LLC serves include:
- Individuals and families
- Small businesses
- Non-profit organizations
Fees & Compensation
PARAGON CAPITAL ADVISORS, LLC believes in transparency and charges reasonable fees for its services. The firm’s fees are based on a percentage of assets under management and may vary depending on the specific needs of each client. PARAGON CAPITAL ADVISORS, LLC is a fee-only advisor, meaning it does not receive commissions or any other form of compensation from third-party products, ensuring unbiased advice for its clients.
Background
PARAGON CAPITAL ADVISORS, LLC was founded in 2001 by a team of financial experts who wanted to provide clients with personalized and comprehensive financial solutions. The firm’s team has decades of combined experience in the financial industry and is committed to helping clients achieve their financial goals and objectives.
Financial Advisor Disclosures to Know
PARAGON CAPITAL ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to provide certain disclosures to its clients, including information on its investment strategies, fees, and potential conflicts of interest. These disclosures are available on the firm’s Form ADV, which can be found on the SEC’s website or by requesting a copy from PARAGON CAPITAL ADVISORS, LLC.