Steven Bernknopf
Steven Bernknopf is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Cranbury, NJ, with 36 years of industry experience. Steven 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 Interchange Plaza, Suite 301, Cranbury, NJ, 08512
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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
Steven is involved with PM Wealth Management as an investment advisory business and Prager Metis CPAs LLC as a principal, dedicating a significant portion of his time to the latter. He also works as an insurance agent, spending about 10% of his time on insurance sales, and serves as a board member/treasurer for Child Wellness Institute, Inc, a charitable organization, spending minimal time.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Pm Wealth Management, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Innovative Market Trends
Tfs 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.