BZ
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
Get directionsRegulatory History (1)
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Criminal
December 2014Final Disposition
Other Business ActivitiesSells Insurance
Baylee is an insurance agent since January 2022, spending minimal time reviewing client's insurance needs. Baylee is also a co-owner of Sleigh My Lights, LLC, a holiday light installation company, dedicating a few hours per week to operational aspects and advertising.
Employment History
Current Registrations
Vigil Wealth Management, LLC
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLC Broker
March 2021 - November 2022 · 1 yr 8 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.