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CFP
AH
CFP

Andrea Hamilton

Perigon Wealth Management, LLC
18 Years of Experience
Walnut Creek, CA
View SEC Summary
View SEC Summary

Andrea Hamilton is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Walnut Creek, CA, with 18 years of industry experience. Andrea 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
95 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

1990 North California Blvd., Suite 612, Walnut Creek, CA, 94596

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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.

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Other Business Activities

Andrea provides business writing, research, and editorial services on a contract basis through Words of Gold since 2010. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Perigon Wealth Management, LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
First Affirmative Financial Network LLC
April 2015 - December 2020 · 5 yrs 8 mos
Protected Investors of America
January 2013 - March 2015 · 2 yrs 2 mos
Ballou Plum Wealth Advisors LLC
February 2011 - May 2011 · 3 mos
LPL Financial LLC
November 2010 - December 2012 · 2 yrs 1 mo
Waddell & Reed, INC.
April 2008 - November 2010 · 2 yrs 7 mos
State Registrations1 state
CA
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.
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