Perigon180

People just starting out or who don’t need traditional wealth management services

Annual Fee: 0.50%

If you’re just starting out or don’t need traditional wealth management services right now, Perigon180 might be just right for you.

It’s a low-fee, hybrid digital advice platform that combines a personalized investment strategy with financial coaching to help you make smarter financial decisions.

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Investors who prefer a “do-it-myself” approach with access to advisors

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Investors looking to make an impact with their choices

Perigon180 makes it easy to:

Uncover your financial goals

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Develop a personalized investment strategy to make your money work harder for you

Monitor your portfolios & market conditions

Summarize and consolidate your financial life into one holistic view
Get access to a Certified Financial Planner (CFP®) about questions relating to your finances
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Low Cost and tax-efficient investment strategies

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Socially responsible and sustainable investment options

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Tax-loss harvesting

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Access to Financial Planners

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Goals-based financial planning

FAQs

How are fees charged?

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.