paragoncapllc.com

Paragon Capital LLC, Financial Planning and Wealth Managment Services | Independent Investment Advice

We are Paragon Capital Advisors. Independent Investment Advice and. About Paragon Capital Advisors. Live for the now. Plan for your future. Was formed by John Endres and Larry Carroll in 2001 with the vision of offering quality, independent investment advice to individuals, trusts and retirement plans. Born out of the market crash of 2000, we have built a consistent track record of satisfying clients during good and bad market environments. Live for the now. Plan for your future. Portfolios are construct...

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Paragon Capital LLC, Financial Planning and Wealth Managment Services | Independent Investment Advice | paragoncapllc.com Reviews

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We are Paragon Capital Advisors. Independent Investment Advice and. About Paragon Capital Advisors. Live for the now. Plan for your future. Was formed by John Endres and Larry Carroll in 2001 with the vision of offering quality, independent investment advice to individuals, trusts and retirement plans. Born out of the market crash of 2000, we have built a consistent track record of satisfying clients during good and bad market environments. Live for the now. Plan for your future. Portfolios are construct...

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1 services

2 brokerage practices

3 fees

4 financial planning

5 paragon capital advisors

6 custom designed portfolios

7 investment management

8 social security planning

9 managment fees structure

10 john endres

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Paragon Capital LLC, Financial Planning and Wealth Managment Services | Independent Investment Advice | paragoncapllc.com Reviews

https://paragoncapllc.com

We are Paragon Capital Advisors. Independent Investment Advice and. About Paragon Capital Advisors. Live for the now. Plan for your future. Was formed by John Endres and Larry Carroll in 2001 with the vision of offering quality, independent investment advice to individuals, trusts and retirement plans. Born out of the market crash of 2000, we have built a consistent track record of satisfying clients during good and bad market environments. Live for the now. Plan for your future. Portfolios are construct...

INTERNAL PAGES

paragoncapllc.com

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Review of Accounts

http://www.paragoncapllc.com/index.php/services/review-of-accounts

Client Referrals and Other Compensation. Written quarterly performance reports are issued to all clients. Depending upon the circumstances and the nature of the recommendations, interim reports may be written or communicated verbally.

2

Advisory Business

http://www.paragoncapllc.com/index.php/services/advisory-business

Client Referrals and Other Compensation. Paragon offers investment management services to individuals, trust and corporate retirement plans. We are registered as an Investment Advisor with the Pennsylvania Securities Commission. Paragon is privated owned and operated by Larry Carroll and John Endres.

3

Brokerage Practices

http://www.paragoncapllc.com/index.php/services/brokerage-practices

Client Referrals and Other Compensation. For more information concerning brokerage practices, please refer to our ADV Part 2A, Section 12.

4

Fees and Compensation

http://www.paragoncapllc.com/index.php/services/fees-and-compensation

Client Referrals and Other Compensation. We charge an investment advisory fee that in calculated in accordance with the following fee schedule:. The first $500,000. The next $500,000. Over $1,000,000. Our clients can pay their fees by check, or through a debit of their accounts at Charles Schwab and Co., Inc. This election is indicated in the investment advisory contract. Neither Paragon nor any of its supervised persons receive any compensation for the sale of securities or other investment products.

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Password Reset

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Client Referrals and Other Compensation. Please enter the email address for your account. A verification code will be sent to you. Once you have received the verification code, you will be able to choose a new password for your account. Email Address: *.

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