Ira Goldberg
Ira Goldberg is a registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 15 years of industry experience. Ira 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
379 Thornall Street, 6th Floor, Edison, NJ, 08837
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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
Ira works full-time as a financial planner at Gitterman Wealth Management since 2015. Ira also spends about 10-20% of his time on insurance and annuity sales through Vanderbilt Insurance Services since 2017.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations2 states
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