Edward Hoffman
Edward Hoffman is a registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 14 years of industry experience. Edward 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
Edward works as a wealth manager for Gitterman Wealth Management, dedicating about half of his time to offering investment advisory services. He also works as an insurance producer for Vanderbilt Insurance Services, Centerstone/Benefit Mall, and independently, focusing on fixed insurance products, group insurance benefits, and health insurance, respectively, spending minimal time on each.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
Msi Financial Services, INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 states
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