Elias Rauch
Elias Rauch is a registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 25 years of industry experience. Elias 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
379 Thornal St., 14th Fl, Edison, NJ, 08837
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Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Elias is a partner and financial advisor planner at Gitterman Wealth Management, dedicating 100% of his time. He also works in insurance sales for Vanderbilt Insurance, spending minimal time, and manages investments for Congregation Beth Israel Foundation.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
Triad Advisors, INC.
Ing Financial Advisers, LLC
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations14 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.