PARAGON WEALTH STRATEGIES, LLC.
Jacksonville, Florida
5.0
3 Reviews
Paragon Wealth Strategies, LLC. is a reputable investment advisory firm located in Jacksonville, FL. With a team of 10 dedicated professionals, 8 of whom specialize in investment advisory services, the company has established itself as a trusted partner in the financial industry. Drawing from its extensive knowledge and expertise, Paragon Wealth Strategies effectively manages an impressive average of $34,320,000 in assets under management per investment advisor. The firm's compensation structure offers a range of options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and t...
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Assets Under Mgmt

$456.3M

Investment Professionals

8

Locations

1

% 401K & Individual

30%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
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