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Clay Kinnard

Perigon Wealth Management, LLC
8 Years of Experience
Centerville, DE
1 DisclosureSells Insurance
View SEC Summary
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Clay Kinnard is a registered investment advisor at Perigon Wealth Management, LLC, based in Centerville, DE, with 8 years of industry experience. Clay 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

5806 Kennett Pike, Centerville, DE, 19807

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History

Regulatory History (1)
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Criminal
November 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clay works as an independent contractor as an insurance agent, dedicating full-time hours to insurance sales. This activity is not investment-related.

Employment History
Current Registrations
Perigon Wealth Management, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
July 2020 - April 2022 · 1 yr 9 mos
Sagepoint Financial, INC.Broker
July 2020 - April 2022 · 1 yr 9 mos
Securian Financial Services, INC.
May 2018 - July 2020 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
March 2018 - July 2020 · 2 yrs 4 mos
State Registrations1 state
DE
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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