Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perigon offers advisory services in a wrap fee structure, including securities transaction fees, custody fees, and other expenses in the overall advisory fee. Advisory fees range from 0.20% to 2.00% annually, based on factors like complexity and assets managed. Fees are paid quarterly in advance, based on the prior quarter's market value. Fees may be negotiable. The firm has multiple tiered fee schedules that fall within the range of fees.
Areas of Practice
Advisor Information
Office location
379 Thornall Street, 6th Floor, Edison, NJ, 08837
Get directionsRegulatory History (9)
Customer Dispute
September 2023Customer Dispute
July 2023Customer Dispute
December 2021Customer Dispute
December 2021Customer Dispute
October 2021Customer Dispute
August 2021Customer Dispute
June 2021Customer Dispute
February 2020Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Jeffrey is a partner at Gitterman Wealth Management, dedicating most of his time to wealth management. He also engages in insurance sales through Vanderbilt Insurance Services, spending minimal time on this activity, and serves as a board member for Childrens Health Institute, dedicating minimal time.