EV
CFP
EV
CFP

Eduardo Vigil

19 Years of Experience
St. Louis, MO

Eduardo Vigil is a CFP-designated registered investment advisor at The Private Family Advisors, LLC, based in St. Louis, MO, with 19 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 57 clients with $64M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
57 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$64.4M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.65%
$3M+0.50%

Fees are negotiable. The firm also offers bundled services at a higher rate: First $500,000: 1.35%, $500,001-1,000,000: 1.15%, $1,000,001-2,000,000: 1.05%, $2,000,001-3,000,000: 1.00%, assets above $3,000,000: 0.85%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2001 S. Big Bend Blvd, St. Louis, MO, 63117

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History

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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Employment History
Current Registrations
The Private Family Advisors, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Argent Capital Management LLC
June 2015 - August 2021 · 6 yrs 2 mos
Charles Schwab & CO., INC.
January 2006 - June 2008 · 2 yrs 5 mos
American Express Financial Advisors, INC.
November 1998 - June 2005 · 6 yrs 7 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.