Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
164 clients
Average Client Portfolio
$948K average
Assets Under Management
$155.5M

Fee Structure

Financial Plan Fee:$5,000
Hourly Rate:$200/hr

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
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
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Advisor Information

Office location

822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ritesh owns Kuya, LLC, a real estate rental business, dedicating minimal time to managing the property. He is also a partner in Cardin McCoy, a fashion and clothing business for children, spending a few hours per week on this venture.

Employment History
Current Registrations
Vigil Wealth Management, LLC
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
LPL Financial LLC Broker
February 2019 - November 2022 · 3 yrs 9 mos
Suntrust Advisory Services, INC.
February 2017 - April 2017 · 2 mos
Suntrust Investment Services, INC.
October 2016 - January 2017 · 3 mos
Suntrust Investment Services, INC.Broker
October 2016 - April 2017 · 6 mos
Morgan Stanley
August 2015 - October 2016 · 1 yr 2 mos
Morgan Stanley Broker
June 2015 - October 2016 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.