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
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Nauset Wealth Management, LLC
May 2014 - January 2023 · 8 yrs 8 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.