BC
CFA

Benjamin L Covar

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

Minimum Investment:None

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
Investment ManagementHigh Net Worth
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Advisor Information

Office location

201 Mission Street, Suite 1825, San Francisco, CA, 94105

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Perigon Wealth Management, LLC
January 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2012 - December 2024 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - December 2024 · 12 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith Barney Broker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC. Broker
October 2008 - June 2009 · 8 mos
Wachovia Securities, LLC Broker
July 2006 - October 2008 · 2 yrs 3 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Benjamin L Covar - Financial Advisor | AdvisorDiscover