CP
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
900 Canterbury Place, Suite 340, Escondido, CA, 92025
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Perigon Wealth Management, LLC
September 2025 - Present · 4 mos
Previous Registrations
Mkt Advisors LLC
October 2024 - July 2025 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.