John Taylor is a ChFC-designated registered investment advisor at Perigon Wealth Management, LLC, based in San Francisco, CA, with 36 years of industry experience. John 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.
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John is an IRA investor in Hatteras VC C0-Investment Fund II LLC since 2009. He also owns 25% of Deer Park Picnic, LLC, an entity that owns a rental property, dedicating minimal time to this.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Ascend Financial Services, INC.Broker
State Registrations3 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.