Lindsay Sturmak
Lindsay Sturmak is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Ridgewood, NJ, with 27 years of industry experience. Lindsay 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
215 East Ridgewood Ave., Suite 205, Ridgewood, NJ, 07450
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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
Lindsay is an independent insurance agent since 2020, dedicating minimal time to presenting and selling insurance products. Lindsay also works with ESG Forward, an educational organization focused on sustainable investing, spending minimal time creating educational content without compensation.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Imst Distributors, LLCBroker
Rlp Wealth Advisors, LLC
Rlp Wealth Advisors, LLC
Bluesky Investment Management, LLC
Bluesky Investment Management, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
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.