DG
CFP

Daniel Gerard Gwizdak

18 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
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Commonwealth Financial Network
June 2021 - June 2024 · 3 yrs
Commonwealth Financial Network Broker
May 2008 - November 2021 · 13 yrs 6 mos
LPL Financial Corporation Broker
November 2007 - May 2008 · 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.