Advisor at Perigon Wealth Management, LLC
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Firm
Perigon Wealth Management, LLC
Location
Mission, TX
Credentials
CFP®, Series 66
Industry experience
13 years
Edgar Salinas is a CFP® with 13 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2020. He has prior experience with Fair Capital, Inc., where he is involved in managing software implementation for a financial software development company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolio management with oversight by its investment and compliance leadership and utilizes sub-advisors or turnkey asset management programs when appropriate.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
Mission, TX
Texas
Perigon Wealth Management, LLC
2020 - Present (6 years)
Fair Capital, Inc.
2018 - Present (8 years)
EHS Software
2016 - 2018 (2 years)
Business Consultant
2015 - 2016 (1 year)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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