A Complimentary Second-Opinion Review
You’ve built $1M+. Do you know exactly what you’re paying to manage it?
A complimentary second-opinion review from a fee-based fiduciary firm that handles investments, planning, and taxes under one roof.
Request Your Complimentary ReviewMost investors with $1M+ are paying across four cost layers. Their advisor has only shown them one.
If you have a million dollars or more at a wirehouse, a bank, or a broker-dealer, there’s a good chance you’re paying more than you realize. Not because anyone is hiding it from you. The fee structure is just built in layers, and most advisors only talk about the first one.
We built Paragon to work differently. We’ll show you all four layers, in writing, and you can decide for yourself whether your current setup is working for you. No pressure. No obligation. If everything looks good, we’ll tell you that too.
What your advisor shows you
What’s actually there
Here’s exactly what you’ll receive.
Your Complimentary 4-Layer Fee Review is a written analysis covering every cost layer in your current portfolio.
Advisory / Management Fee
The number your advisor quotes you, typically 0.8–1.5% of assets. It’s the layer you can see, and it’s only the first one.
Underlying Fund Expenses
Every mutual fund or ETF charges its own internal expense ratio, deducted inside the fund before your returns are reported. You never see a bill for it.
Transaction & Platform Costs
Ticket charges, wrap fees, platform access and sub-transfer agent fees. They vary by custodian and are rarely disclosed upfront.
Tax Drag Where we’re different
Fund turnover, capital-gain distributions, and the inability to harvest losses create a hidden tax cost most reviews never touch. This is where Paragon is different.
You’ll also see how your current structure compares to a fee-based, individual-stock portfolio, where tax-loss harvesting is active and your tax return is prepared by the same team managing your investments.
You keep the written analysis whether or not we ever work together.
See what you’re actually paying. 30 minutes. No obligation.
Request received.
Pick a time on the calendar and Allen will have your 4-Layer analysis ready for the call.
Pick a time
One firm. Investments and taxes. Under one roof.
Fee-based fiduciary
No commissions, no product sales. Our only incentive is to grow and protect what you’ve built.
Individual stocks & bonds
Not mutual funds. Full transparency, full control, and the ability to actively harvest tax losses throughout the year.
Integrated tax preparation
Through Paragon Tax, a separate and distinct entity, your investments and your tax return are built by the same team. That coordination is where the real value shows up.
Goldman Sachs pedigree
Allen Buckley, CFP®, has 20+ years in finance, with his most recent tenure as a Vice President at Goldman Sachs in the Personal Financial Management division.
Tax services provided through Paragon Tax, a separate and distinct entity from Paragon Private Wealth Management and Savvy Advisors, Inc.
Franklin · Brentwood · Nashville
and nationwide
This review is built for households with $1M+ in investable assets.
If you currently work with a wirehouse, bank, or broker-dealer and have wondered whether your fees are competitive, whether your portfolio is tax-efficient, or whether your advisor and your CPA are actually coordinating, this review will answer those questions.
We work primarily with families in the Franklin, Brentwood, and Nashville area, but the review is available to anyone with $1 million or more in investable assets.
Three steps. No strings.
Book a 30-minute call
Pick a time that works for you. If you’d like to send your most recent brokerage statement ahead of time, we’ll have your analysis prepared when we meet. If you’d rather talk first, that’s fine too.
We do the work
Allen reviews your portfolio across all four cost layers and prepares your written analysis.
You get the results
A clear, written summary of what you’re paying, where the gaps are, and what your options look like. Yours to keep. No obligation.
Allen Buckley, CFP®
Managing Partner, Paragon Private Wealth Management
Allen spent more than twenty years in finance, with his most recent years as a Vice President at Goldman Sachs in Personal Financial Management. He founded Paragon to bring institutional-quality investment management directly to families and individuals, with one addition most firms don’t offer: fully integrated tax preparation and planning.
He holds the CFP® (CERTIFIED FINANCIAL PLANNER™) designation, meaning he has met rigorous education and experience requirements, passed a comprehensive national exam, and is held to a fiduciary standard and strict code of ethics.
Allen works primarily with families in the Franklin, Brentwood, and Nashville area with $1 million to $20 million in investable assets.