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.
379 Thornall Street, 6th Floor, Edison, NJ, 08837
Get directionsElias is a partner and financial advisor planner at Gitterman Wealth Management, dedicating 100% of his time. He also works in insurance sales for Vanderbilt Insurance, spending minimal time, and manages investments for Congregation Beth Israel Foundation.