Paragon Wealth Strategies, Llc.
Paragon Wealth Strategies, LLC is a registered investment adviser based in Jacksonville, Florida. Established in 2008, the firm offers investment supervisory services, wealth management, financial planning, and educational workshops. The firm's key individuals include Jonathan N. Castle, Michelle L. Ash, Karen L. Rasmussen, Scott W. Snider, and Ian Aguilar. Paragon's advisory services include continuous advice on investment based on individual client needs, with an annual fee ranging from 0.40% to 1.00% of assets under management. The firm typically constructs portfolios with various securities such as ETFs, government bonds, corporate debt securities, and mutual fund shares. Paragon does not typically use securities like variable annuities or options contracts in client portfolios. The firm also provides educational seminars on financial planning and retirement strategies. Paragon does not vote proxies on behalf of clients and does not require payment of fees in advance exceeding $1,200 per client. For any questions or further information, clients can contact the Chief Compliance Officer, Michelle Ash.
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].