Peregrine Investment Advisors, LLC

Peregrine Investment Advisors, LLC is a registered investment adviser firm established in January 2010 in Mississippi. The firm offers discretionary investment advisory services to individuals, trusts, estates, high net worth individuals, charitable organizations, and corporations. Peregrine does not provide financial planning services and focuses solely on investment management. Clients can engage the firm on a fee-only basis, with annual fees ranging from 0.50% to 1.00% based on the market value of assets under management. The firm primarily allocates client assets among mutual funds, individual equities, and ETFs based on designated investment objectives. Peregrine does not participate in wrap fee programs and does not accept performance-based fees. The minimum asset level for investment advisory services is $500,000, but fees and minimums may be negotiable based on certain criteria. The firm does not provide legal, accounting, or insurance services but may recommend other professionals if requested by the client. Peregrine does not engage in client proxy voting and clients are responsible for directing proxy votes and other corporate actions related to their investments. Clients receive quarterly account statements and transaction confirmations directly from the custodian. The firm's Chief Compliance Officer, Kevin Anthony, is available to address any client inquiries regarding the disclosed information.