Stephanie Hayes
Stephanie Hayes is a CFP, ChFC-designated registered investment advisor at Perigon Wealth Management, LLC, based in South Nyack, NY, with 42 years of industry experience. Stephanie 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
101 S Broadway, South Nyack, NY, 10960
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Regulatory History (3)
Customer Dispute
October 2024Customer Dispute
October 2000Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Stephanie is an insurance agent since 2014, dedicating a few hours per week to insurance reviews and sales. She also owns Creative Financial Planning, Inc. (since 1985) for marketing and tax purposes, and Abundance Hall, LLC (since 2010) for real estate ownership.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial CorporationBroker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Life Planning INC.Broker
W. S. Griffith & CO., INC.Broker
Life Planning 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.