Perigon Wealth Management, LLC

Perigon Wealth Management offers customized investment advisory and portfolio management services delivered through a bundled fee structure known as a wrap fee program. Under this approach, investment management fees and most trading and custody costs are combined into a single fee paid to Perigon Wealth Management. The registered investment advisor designs long-term investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. Portfolios may be managed directly by Perigon Wealth Management professionals or through recommended independent managers and turnkey asset management programs. Clients have access to multiple major custodial platforms, including Charles Schwab, Fidelity, LPL Financial, Pershing, and SEI Private Trust Company. Perigon Wealth Management serves individuals, high-net-worth individuals, trusts, estates, businesses, and charitable organizations, generally without imposing a minimum account size.