Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perigon's advisory fees range from 0.20% to 2.00% annually, based on the market value of assets under management. The specific fee depends on factors like the complexity of services, asset level, and the overall client relationship. Fees are negotiable at the advisor's discretion. The firm generally does not impose a minimum account size.
Areas of Practice
Advisor Information
Office location
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher owns Chris Spires Investments, LLC, a pass-through entity for receiving fee income from his RIA, dedicating minimal time. He is also dually-registered with Perigon Wealth Management and Purshe Kaplan Sterling Investments, Inc., and sells fixed/traditional insurance products through both, dedicating minimal time to each.