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

1130 Roosevelt, Irvine, CA, 92620

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Regulatory History (1)
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Employment Separation After Allegations
August 2022
Other Business ActivitiesSells Insurance

Branden 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.

Employment History
Current Registrations
Perigon Wealth Management, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2021 - September 2022 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
May 2020 - September 2022 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.