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 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
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 Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
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.
Exams
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