Paul Drolson
Paul Drolson is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Henderson, NV, with 44 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,766 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perigon Wealth Management offers investment management services where the advisory fee includes transaction costs. The annual advisory fees range from 0.20% to 2.00%. Fees are paid quarterly in advance, based on the value of your investments at the end of the prior quarter. Fees may be negotiable. Clients may be invested into share classes of a mutual fund that have a higher expense ratio than a different share class, including but not limited to 12b-1 fees.
Location
170 South Green Valley Parkway, Suite 300, Henderson, NV, 89012
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2021Customer Dispute
April 2007Customer Dispute
November 2006Customer Dispute
August 2004Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Paul is affiliated with Wealth Advisors, Inc. providing financial planning and investment management services, dedicating full-time hours to this role. He is also a licensed insurance agent since 2001, spending minimal time on insurance sales and reviews, and owns rental real estate, spending minimal time on property management.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Qa3 Financial CORP.Broker
Wealth Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.