Thomas Brown is a registered investment advisor at Perigon Wealth Management, LLC, based in Syracuse, NY, with 6 years of industry experience. Thomas 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
507 Plum Street, Suite 102, Syracuse, NY, 13204
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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.
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Blue Water Capital Management is a DBA for investment advisory services with Perigon Wealth Management, LLC. Thomas spends full-time hours providing financial planning and investment management services to clients.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Blue Water Capital Management, LLC
AXA Advisors, LLC
State Registrations1 state
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