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
Perigon Wealth Management offers customized investment advisory services through a wrap fee program, where covered costs are included in the overall advisory fee. They may utilize sub-advisors or TAMPs. The program includes securities transaction fees, custody fees, and other expenses in one bundled fee.
201 Mission Street, Suite 1825, San Francisco, CA, 94105