CK
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
Get directionsRegulatory History (1)
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Criminal
November 2007Final Disposition
Other Business ActivitiesSells Insurance
Clay works as an independent contractor as an insurance agent, dedicating full-time hours to insurance sales. This activity is not investment-related.
Employment History
Current Registrations
Perigon Wealth Management, LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.Broker
July 2020 - April 2022 · 1 yr 9 mos
Sagepoint Financial, INC.
July 2020 - April 2022 · 1 yr 9 mos
Securian Financial Services, INC.
May 2018 - July 2020 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
March 2018 - July 2020 · 2 yrs 4 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.