Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
379 Thornall Street, 6th Floor, Edison, NJ, 08837
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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
Jason works as a Wealth Manager at Gitterman Wealth Mgmt, dedicating most of his time to financial planning and investment management. He also works as an agent for Vanderbilt Insurance, selling fixed life insurance and long-term care insurance policies, which takes minimal time.