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.
1130 Roosevelt, Irvine, CA, 92620
Get directionsBranden is a licensed insurance agent, focusing on insurance sales and implementation of insurance recommendations. This activity takes about 10% of his time each month and is not investment-related.