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Paragon Wealth Strategies, LLC.

Overview

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Insights

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on March 15, 2017
      • $218.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 189
        number of clients
      • $1.2M
        Estimated Average Account Balance Per Client

    Services

    Firm Services

    • Financial Planning
      • -Estate Planning
      • -Comprehensive Financial Planning
      • -Retirement Planning
    • Portfolio Management
      • -Individuals and/or Small Businesses

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    6

    name start date
    Kristine Abra D'Esterhazy
    March 2013
    Jonathan N. Castle, MSFS, CFP®
    July 2008
    Michelle L. Ash, CFP®, CASL®
    July 2008
    Edward James Acker
    September 2015
    Karen L Rasmussen
    December 2015

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jonathan Neal Castle Member/Manager March, 2008 50% to 75%
      Michelle Lynne Ash Chief Compliance Officer/Member/Manager March, 2008 25% to 50%
      Karen L Rasmussen Member April, 2014 less than 5%
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets