Perigon Wealth Management, LLC
Assets Under Management
$8.7B
Number of Clients
4,766
Number of Advisors
94
Average Client AUM
$1.8M
AUM per Advisor
$92.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Perigon Wealth Management offers customized investment advisory services through a wrap fee program, where covered costs like transaction fees and custody fees are included in the overall advisory fee. They may utilize sub-advisors or turnkey asset management programs. The firm aims to align investment strategies with client objectives and provides ongoing oversight.
Fee Structure
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
Location
201 Mission Street, Suite 1825, San Francisco, CA, 94105