Willis Dobbs
Willis Dobbs is a CFA-designated registered investment advisor at Perigon Wealth Management, LLC, based in San Francisco, CA, with 15 years of industry experience. Willis 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
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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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 ActivitiesSells Insurance
Willis works as an independent insurance agent selling accident & sickness and life insurance products since 2009. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Lakeview Capital Partners, LLC
Alston Capital Advisors, LLC
Wells Fargo Advisors, LLC
State Registrations2 states
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.