Phillip Vigil
Phillip Vigil is a CFA-designated registered investment advisor at Osage Pacific Advisors, INC., based in Laguna Hills, CA, with 26 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 6 clients with $2.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
23272 Mill Creek Dr., Suite 200, Laguna Hills, CA, 92653
Get directionsHistory
Regulatory History (2)
Regulatory
March 2023Regulatory
October 2021Other Business Activities
Phillip is a managing member of Specialty Income Advisors, LLC since 2014, where he works as a money manager for a hedge fund.
Employment History
Current Registrations
Osage Pacific Advisors, INC.
Previous Registrations
Osage Pacific Advisors, INC.
Pacific Specialty Investment Group, LLC
F500 Advisory Services, INC.
Finance 500, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.