Branden Randall
Branden Randall is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Irvine, CA, with 3 years of industry experience. Branden 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
1130 Roosevelt, Irvine, CA, 92620
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Regulatory History (1)
Employment Separation After Allegations
August 2022Other Business ActivitiesSells Insurance
Branden is a licensed insurance agent, focusing on insurance sales and implementation of insurance recommendations. This activity takes about 10% of his time each month and is not investment-related.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.