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Company Details
Perigon is a leading destination for growth-minded, entrepreneurial advisors and teams — they offer advisors maximum autonomy and a voice at a firm that combines a collaborative, small-company culture with the benefits, resources, and ecosystem of a sophisticated, large-scale organization. Perigon seeks partners who have the desire to divest the majority of non-client-facing functions while retaining control over the majority of the client experience (planning and investment recommendations). The firm has internal resources that partners can leverage (central planning, practice management, organic growth initiatives, etc.), but it does not mandate partners to utilize these components of the offer.
Locations
Company Videos
Acquisition Model
Full Acquisition
Direct Rollover Equity
Yes
Max Cash: 100%
Max Equity: 80%
Perigon has a standard retention period of 12 months.
Partners will share in a 50/50 split of gross profits.
Mandatory Points of Alignment
Perigon asks all partners to ultimately adopt the Perigon brand. However, they are flexible when it comes to the timing of brand adoption. If a seller joining Perigon requests it, there is a period of co-branding allowed.
Perigon aims to centralize certain back-office functions upon joining the firm. This includes areas such as HR, compliance, tech stack, accounts payable and receivable, and billing.
Partners have total control over their calendar upon joining Perigon.
Partners at Perigon will have visibility and input over their local P&L.
At Perigon, the client experience is highly valued and personalized. The firm believes in empowering advisors to shape the client experience according to their expertise and the unique needs of their clients.
Practice management resources are offered, but it is not required.
Perigon supports partners in maintaining their individual investment philosophies and processes. While Perigon offers a robust platform for partners considering centralized investment management, they allow partners to continue managing their own strategies. The only requirement is to centralize trading.
Advisor Value Proposition
Perigon is the official partner of Premier Sports Network (PSN). Through this relationship, Perigon will be the go to across the sports and entertainment industry. Perigon engages with PSN members to manage their financial affairs and deliver financial literacy courses. While they don't have an official G2 training program, they encourage senior advisors to share best practices with junior advisors.
Perigon offers a comprehensive suite of planning support to advisors. This includes six key areas of financial planning: Financial Position, Risk Management, Investment Planning/Wealth Accumulation, Retirement Planning, Tax Planning, and Estate Planning. They also provide central teams for planning, investments, marketing, and practice management.
Perigon offers a range of operational support to advisors. They centralize back-office functions, allowing advisors to focus on client-facing activities. Advisors are encouraged to utilize the central teams for planning, investments, marketing, and practice management. Perigon also offers access to expert tax advice through their partnership with Prager Metis, a top national accounting firm.
Perigon Wealth Management offers a range of services to advisors. These include traditional financial planning, risk management, tax planning, and estate planning. They also provide central teams for planning, investments, marketing, and practice management. Additionally, Perigon has a strategic partnership with Prager Metis, a top national accounting firm, to provide expert tax advice.
Perigon has a strong culture of organic growth, which is beneficial for advisors. They focus on online digital marketing, COIs, and custodial branch referral programs at Schwab and Fidelity to drive this growth. Additionally, Perigon's strategic relationship with Prager Metis, a national top 50 accounting firm, boosts organic growth through referrals. The internal referral program was a significant channel that grew Perigon for the first ten years. Furthermore, Perigon encourages senior advisors to share best practices with junior advisors, fostering a culture of continuous learning and growth.
For firms seeking assistance with defining roles and responsibilities at the local office and help with managing processes and procedures, Perigon is happy to assist in implementing best practices gleaned from their top-performing offices around the country. They provide maximum autonomy and flexibility at the local level, not dictating how partners should operate.
AUM Growth
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