Michael Krumholz is a registered investment advisor at Perigon Wealth Management, LLC, based in Reading, PA, with 36 years of industry experience. Michael 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.
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.
2433 Morgantown Road, Suite 103, Reading, PA, 19607
Get directionsMichael is an IAR with Perigon Wealth Management and a registered representative with Fortune Financial Services, spending most of his time on investment advisory activities. He also sells insurance products through CFG Insurance, dedicating minimal time to this activity.
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.