Firm
Peregrine Asset Advisers
Portland, Oregon
Fee-only
Peregrine Asset Advisers at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 8 employees and 441 individual clients, 51 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 476 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | peregrineaa.com |
| Phone | (503) 459-4651 |
Peregrine Asset Advisers fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Peregrine Managed Accounts – 1.0%" source
"Fees for portfolio management are calculated as a percentage of account asset value." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $611 million |
| Individual clients | 390 |
| High-net-worth clients | 51 |
| Accounts managed | 476 |
| Employees | 8 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-60608) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 115738 |