Perigon180 is our hybrid digital advice platform that combines a personalized investment strategy with financial coaching to help you achieve your goals. We created Perigon180 to offer cost-effective financial advice for those just starting out, or individuals who don’t need traditional wealth management services.

We offer goals-based financial planning tools and track your progress along the way. All helping you make smarter financial decisions.

 

Low cost & tax efficient investment strategies.

Socially responsible and sustainable investment options

Tax loss harvesting

Goals based financial planning

Access to live financial planners

 

Perigon180
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.

*Access to a Certified Financial Planner (CFP®) to answer any questions pertaining to your finances.

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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.