Paragon Private Wealth Management Llc
Lexington, Kentucky
PARAGON PRIVATE WEALTH MANAGEMENT LLC, based in Lexington, Kentucky, is a distinguished investment advisory firm providing tailored financial solutions. With a team of four professionals, two of whom specialize in investment advisory services, the firm offers personalized attention and expertise to their clients. With an impressive average of approximately $261,690,000 in assets under management per investment advisor, PARAGON PRIVATE WEALTH MANAGEMENT LLC exceeds the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring transparency and alignment with the...
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Assets Under Mgmt

$184.76M

Investment Professionals

2

Locations

0

% 401K & Individual

10%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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