Jason Polit is a registered investment advisor at Vigilare Wealth Management LLC, based in Scottsdale, AZ, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 157 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for amounts over $1,000,000 are negotiable.
Fee Estimator
Location
8585 East Hartford Drive Suite 104, Scottsdale, AZ, 85255
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Regulatory 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 Activities
Jason is a managing member and co-owner of Athlete Society LLC, a professional services company focusing on the financial needs of professional athletes, but not providing investment advice. Jason spends about a quarter of his time on this activity.
Employment History
Current Registrations
Vigilare Wealth Management LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations3 states
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.
Exams
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