Perigon Wealth Management offers investment advisory services where fees include transaction costs, custody fees, and other expenses. This is known as a wrap fee program. Perigon may use sub-advisors or turnkey asset management programs. Clients may be required to authorize and enter into an investment management agreement with the Sub-Advisor or TAMP that defines the terms in which the Sub-Advisor or TAMP will provide its services. Perigon remains the primary advisor and oversees the client's investment allocation and overall investment performance.
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.