Douglas Wheat is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Amherst, MA, with 19 years of industry experience. Douglas 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
321 Main Street, Amherst, MA, 01002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is an audit committee member for the United Way of Franklin Hampshire Region, a charitable organization. He dedicates minimal time to assisting in preparing for and reviewing the annual audit.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Family Wealth Management, INC.
Highridge Financial Planning
State Registrations1 state
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