FAQs for You
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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.