Paragon Advisors, Inc.

New Paragon, LLC is a fee-based multi-family office and financial advisory firm that became a wholly owned subsidiary of Corient Private Wealth LLC on May 31, 2024. Specializing in managing family wealth for individuals with a net worth exceeding $10,000,000, the firm offers services such as financial organization, tax planning, asset allocation analysis, estate planning, investment counseling, and more. With Regulatory Assets Under Management totaling approximately $1,005,000,000, Paragon tailors its services to each client's unique circumstances. The firm charges an annual retainer fee for core services, negotiated based on the client's financial situation, and may bill separately for additional projects at hourly rates ranging from $90-$470. Paragon recommends third-party money managers for clients, who charge separate fees based on assets under management. Additionally, through its affiliate New Falmouth, LLC, Paragon offers investment opportunities in private funds, with fees ranging from 0.4% to 0.8% of net asset value. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Clients have varying levels of control over their investments, with Paragon having discretionary authority in limited cases. The firm does not have a history of disciplinary actions and provides ongoing account reviews and reporting tailored to each client's needs.