Vigil Wealth Management, LLC
Assets Under Management
$155.5M
Number of Clients
164
Number of Advisors
3
Average Client AUM
$948K
AUM per Advisor
$51.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vigil Wealth Management offers wealth management services, including discretionary investment management and financial planning. They work with individuals, high-net-worth individuals, trusts, estates, businesses, and pension/profit-sharing plans. They also offer financial planning services on an hourly or fixed-fee basis.
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
Location
822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082