Maria Daley is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Heber City, UT, with 30 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.
Fee Estimator
Location
Heber City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maria is an advisory board member for Vacayou Wellness Travel since 2020, dedicating minimal time. Her duties include acting as a sounding board for the founder to share ideas and strategic priorities for the company's growth.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Choreo, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Neuberger Berman, LLC
Neuberger Berman, LLCBroker
At Investor Services, INC.Broker
Stein Roe Investment Counsel, INC.
Liberty Funds Distributor, INC.Broker
Boatmen's Investment Services, INC.Broker
Bt Brokerage CorporationBroker
Seligman Securities, INC.Broker
State Registrations1 state
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.
Exams
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