Racquel Kolsrud is a CFP-designated registered investment advisor at Vigilare Wealth Management LLC, based in San Diego, CA, with 21 years of industry experience. Racquel 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. Their firm serves 149 clients with $320M 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 $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for amounts over $1,000,001.
Fee Estimator
Location
12707 High Bluffs Dr #200, San Diego, CA, 92130
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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 →Employment History
Current Registrations
Vigilare Wealth Management LLC
Previous Registrations
Dowling & Yahnke, LLC
Charles Schwab & CO., INC.
State Registrations2 states
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