Andrew Bellak is a registered investment advisor at Perigon Wealth Management, LLC, based in Amherst, MA, with 17 years of industry experience. Andrew 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
321 Main Street, Amherst, MA, 01002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates Stakeholders Capital as a d/b/a for his advisory business with Perigon Wealth Management, LLC. He also serves on various boards and committees for charitable organizations, dedicating minimal time to each, and is a passive investor in numerous companies.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Stakeholders Capital
Team Wealth Planning and Management, INC.
State Registrations2 states
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