Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vigil Wealth's fees for wealth management are based on a percentage of your assets under management. The exact percentage can vary based on the complexity of your situation, but it will not exceed 2.65%. Standalone financial planning is available for $200 per hour or a fixed fee of $5,000. Fees may be negotiable. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a licensed insurance agent since 2005, reviewing client's insurance needs. This activity requires minimal time.