Thomas Tolleson
Thomas Tolleson is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in San Francisco, CA, with 38 years of industry experience. Thomas 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
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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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 ActivitiesSells Insurance
Thomas is a licensed insurance agent since 1991, sourcing insurance products for clients, and spends about 90% of his time as an investment advisor representative. He also dedicates minimal time to various board and ownership positions, including a non-profit ministry and several partnerships.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Smh Capital Advisors, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
New England SecuritiesBroker
Monarch Securities, INC.Broker
Keogler, Morgan & Company, INC.Broker
Vsr Financial Services, INC.Broker
State Registrations15 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.