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.
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.
Not sure what option is right for you? Email us at firstname.lastname@example.org
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