TrueAdvisor
TrueAdvisor
BC
CFA
BC
CFA

Benjamin Covar

Perigon Wealth Management, LLC
18 Years of Experience
West Columbia, SC
View SEC Summary
View SEC Summary

Benjamin Covar is a CFA-designated registered investment advisor at Perigon Wealth Management, LLC, based in West Columbia, SC, with 18 years of industry experience. Benjamin 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.

Perigon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
5,664 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

602 Meeting Street, Suite C, West Columbia, SC, 29169

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Perigon Wealth Management, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - December 2024 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - December 2024 · 12 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
Wachovia Securities, LLCBroker
July 2006 - October 2008 · 2 yrs 3 mos
State Registrations2 states
SCTX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in West Columbia, SC →All financial advisors in South Carolina →