Perigon180 offers cost effective goals-based planning and investment management, with access to a CERTIFIED FINANCIAL PLANNER™ if you need them.

If you've ever asked yourself, "What should I be doing with my money?", Perigon180 can help.

 

Low cost & tax efficient investment strategies.

Socially responsible and sustainable investment options

Tax loss harvesting

Goals based financial planning

Access to live financial planners

DIGITAL
Annual Fee = 0.50%

  • Summarize and consolidate your financial life into one holistic view.
  • Uncover your financial goals.
  • Automate your savings.
  • Develop a personalized investment strategy to make your money work harder for you.
  • Ongoing monitoring of portfolios & market conditions.

Invest Now

PREMIUM
Annual Fee = 0.75%

  • Introductory call with a CERTIFIED FINANCIAL PLANNER™
  • Uncover your financial goals.
  • Summarize and consolidate your financial life into one holistic view.
  • Automate your savings.
  • Develop a personalized investment strategy to make your money work harder for you.
  • Ongoing monitoring of portfolios & market conditions.
  • Direct access and follow up with a live CFP® to answer any & all questions pertaining to your finances.

Invest Now

 

 

 

Not sure what option is right for you? Email us at perigon180@perigonwealth.com

 

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FAQs

 

  • How are fees charged?

    The fees are charged on assets under management (AUM). The annual fee is deducted on a quarterly basis, in advance. The fee is only charged on assets Perigon180 is directly managing.

  • Where are fees taken from?

    Fees are taken right from your portfolio. We’ll never charge a fee if you don’t have a balance.

  • Can I cancel at any time?

    Yes. If you end your relationship in the middle of a billing cycle, fees paid will be prorated back to your account.