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Brad James Bell

Perigon Wealth Management, LLC

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About Brad James Bell

Brad James Bell is an Investment Advisor Representative at Perigon Wealth Management, LLC. Brad Bell has a Series 65 license and is registered with the state of Michigan as an Investment Advisor Representative. Brad has been in the financial services industry since 2015. Brad Bell has experience in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Prior to joining Perigon Wealth Management, LLC, Brad Bell was employed at Lumin Financial, LLC, The Northwestern Mutual Life Insurance Company, Sears, Roebuck and Co., and Bay Pointe Golf Club. Brad Bell is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Brad Bell is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Bell’s Registration & Firm History

MI

03/20/2024 - Present

Perigon Wealth Management, LLC (Southfield MI)

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Licenses & Designations

IA

Issued 03/19/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad James Bell.
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