Jonathan Masse
Jonathan Masse is a CFA-designated registered investment advisor at Perigon Wealth Management, LLC, based in San Francisco, CA, with 20 years of industry experience. Jonathan 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
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an exam review instructor for CFA-SF, owner of Masse Capital Markets Consulting (a charitable organization), and a professor at UC Berkeley Extension and Santa Clara University. He also consults on alternative investments for proSapient.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Foreside Fund Services, LLCBroker
Wavefront Capital
Hedgeport Associates LLC
Baochuan Capital Management, LLC
Thinkequity LLCBroker
Barclays Global Investors ServicesBroker
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.