James Weikart
James Weikart is a registered investment advisor at Perigon Wealth Management, LLC, based in Asheville, NC, with 24 years of industry experience. James 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
Asheville, NC
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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
James works as a tax preparer/enrolled agent for Prager Metis CPA's, LLC, and is also an author and freelance fiction writer, dedicating about 10-20% of his time to writing. He also works as a bookkeeper, is part owner of a real estate corporation, and is an insurance agent selling life, accident, and health insurance.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Pm Wealth Management, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Park Avenue Securities 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.