Arthur Green is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Los Altos, CA, with 19 years of industry experience. Arthur 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Los Altos, CA
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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 Activities
Arthur is an investment committee member for the Los Altos Mountain View Community Foundation since 2019, providing investment policy advice. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Cognizant Wealth Advisors
Pwjohnson Wealth Management
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.
Exams
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