Steven Bernknopf
Steven Bernknopf is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Cranbury, NJ, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.
Fee Estimator
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.
Exams
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