Welcome to Perigon

As a service based wealth management firm, we provide clear, actionable advice for families and individuals navigating their path to financial freedom.

 

WHO WE WORK WITH

 

Individuals

 

Families

 

Executives

 

Business Owners

 

Organizations

 


CORE SERVICES

 

Investment Management

 

Risk Management

 

Retirement Planning

 

Financial Planning

 

Family Office Services

FAQs

  • How does Perigon charge for its services?

    Perigon is a fee-only firm and earns a management fee based upon the assets that we manage for a client.  Generally, our fees are below 1.2% per annum, however, fees are subject to change based on client needs.

  • Does Perigon custody client assets?

    No. We do not custody (hold) any clients assets.  Most of our clients hold their accounts with TD Ameritrade, Charles Schwab, and Fidelity, while many hold non-traditional assets such as interests in private companies or limited partnerships with other custodians.  We never directly hold client assets.

  • Is Perigon a fiduciary?

    Yes.  Perigon works in the interest of our clients, first and foremost, placing client interests ahead of our own

  • Does Perigon provide investment reports?

    Yes, and clients can customize the frequency with which they receive their portfolio statements, including being able to view their up-to-date reports directly through the client portal.  This is in addition to the monthly account statements that they receive directly from the the custodian where their accounts are held.