Trevin Epps
Trevin Epps is a registered investment advisor at Perigon Wealth Management, LLC, based in Rancho Santa Fe, CA, with 25 years of industry experience. Trevin 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
16909 Via De Santa Fe, Suite 200, Rancho Santa Fe, CA, 92067
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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
Trevin provides financial planning and investment management services through Wealth Advisors, Inc., taking nearly full-time. He is also a licensed insurance agent and owner of 5Q, dedicating minimal time to insurance sales and reviews through both.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Wealth Advisors, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 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.