Perigon Wealth Management: Platform Profile

Overview

Perigon Wealth Management is an SEC-registered investment adviser offering wealth management, investment management, planning, consulting and concierge services.

Current legal identity:

• Investment adviser: Perigon Wealth Management, LLC
• CRD: 131037
• SEC number: 801-62988

Current March 30, 2026 Form CRS states:

Its current investment-management fee range is:

• Asset based fee range: 0.20%-2.00%

Planning and consulting can use hourly, project or ongoing fixed fees.

May fit better for

• clients seeking no current account-size minimum;
• investors wanting discretionary or non-discretionary management;
• households wanting planning combined with investment management;
• clients who prefer a custodian-flexible adviser;
• eligible investors considering alternatives, private vehicles or digital assets;
• households that may value a wrap-fee option.

May fit less well for

• investors who want one standardized public AUM percentage;
• clients who assume "no commissions" applies to every professional in every separate licensed capacity;
• users who assume wrap pricing covers every fund or manager cost;
• investors who need daily liquidity from private holdings;
• clients seeking a self-directed brokerage account.

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Perigon Wealth Management, LLC is the adviser

Current IAPD:

• Investment adviser: Perigon Wealth Management, LLC
• CRD: 131037
• SEC number: 801-62988
• SEC registration effective: 2004-04-07

Current Form CRS:

• Form CRS date: 2026-03-30

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There is no current account or relationship minimum

Current Form CRS explicitly states:

Product and third-party manager minimums can still apply.

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Current AUM fee range is 0.20%-2.00%

Current Form CRS:

• Asset based fee range: 0.20%-2.00% annually
• Fee method: tiered schedule or fixed rate depending on scope
• Billing frequency: quarterly

The fee applies to the value of cash and investments Perigon manages.

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Hourly planning costs $150-$500

Current Form CRS:

• Hourly fee range: $150-$500/hour

The client receives an estimate of expected hours and cost.

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Project fees range from $1,000 to $15,000

Current Form CRS:

• Fixed project fee range: $1,000-$15,000

These are generally collected in two installments.

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Ongoing fixed planning can cost up to $15,000 annually

Current Form CRS:

• Fixed annual planning consulting concierge: up to $15,000/year
• Billing frequency for fixed annual: quarterly

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Perigon offers a wrap-fee program

Current Form CRS:

• Wrap fee program: Yes
• Wrap transaction costs mostly included: Yes

The wrap asset-based fee includes most transaction costs and broker/custodian charges associated with the wrap.

It does not necessarily include:

• mutual-fund expenses;
• ETF expenses;
• private-fund expenses;
• third-party manager/platform charges;
• all special transaction or account costs.

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Third-party fees remain outside the advisory fee

Current Form CRS identifies potential:

• third-party manager/platform fees;
• custody fees;
• account-administration fees;
• mutual-fund/ETF expenses;
• transaction fees outside applicable wrap treatment.

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Discretionary and non-discretionary management are available

Current Form CRS:

• Discretionary management: Yes
• Non discretionary management: Yes

Perigon describes discretionary service as perpetual until termination.

Non-discretionary clients approve trades.

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Alternatives include digital assets and private pooled vehicles

Current Form CRS:

• Alternatives: Yes
• Digital assets: Yes
• Private pooled investment vehicles: Yes

Perigon adviser materials also discuss:

• private equity;
• private credit;
• hedge funds;
• private real estate.

Store access as relationship-specific.

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Website "no commissions" language has a scope limit

Current consumer homepage says:

• Website no commissions branding: Yes

Current Form CRS states:

• Broker commissions possible in separate capacity: Yes

Some professionals can also be registered representatives of non-affiliated broker-dealers and earn commissions for brokerage transactions in that separate role.

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Custody is deliberately flexible

Current adviser-recruiting materials state that Perigon is custodian-agnostic.

Primary custody references include:

• Schwab;
• Fidelity.

Other current relationships include:

• Pershing;
• Goldman Sachs;
• LPL;
• other custodians.

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Program-specific minimums do not override the firmwide no-minimum rule

Detailed program materials can include minimums for:

• separately managed programs;
• LPL programs;
• third-party platforms.

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Form CRS reports disciplinary history

Current Form CRS:

• Form CRS reports legal or disciplinary history: Yes

Store narrowly.

Assessment

Perigon combines broad access with broad pricing discretion.

The current Form CRS is clear on two points:

• no account or relationship minimum;
• asset-based fees from 0.20% to 2.00%.

The other important distinction is compensation scope.

The consumer website describes no commissions in the advisory relationship, while the regulatory disclosure says some professionals can earn brokerage commissions when acting separately through non-affiliated broker-dealers.

That is a capacity distinction, not a reason to erase either statement.