Scott Elisha
Scott Elisha is a registered investment advisor at Perigon Wealth Management, LLC, based in Scottsdale, AZ, with 20 years of industry experience. Scott 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
Scottsdale, AZ
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2011Regulatory
August 2003Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Tjm Investments, LLCBroker
Lombard Street Partners, LLC
Loge Solutions, LLC
Lombard Street Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citadel Derivatives Group LLCBroker
Wolverine Trading, LLCBroker
Wolverine Execution Services, LLCBroker
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.