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CFP

David Vigil

Vigil Wealth Management, LLC
21 Years of Experience
Ponte Vedra Beach, FL
Sells Insurance
View SEC Summary
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David Vigil is a CFP-designated registered investment advisor at Vigil Wealth Management, LLC, based in Ponte Vedra Beach, FL, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 176 clients with $190M in assets under management.

Vigil Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
176 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$186.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50%, based on the scope and complexity of the relationship. Fees may be negotiable.

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

822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082

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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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Other Business ActivitiesSells Insurance

David is a licensed insurance agent since 2005, reviewing client's insurance needs. This activity requires minimal time.

Employment History
Current Registrations
Vigil Wealth Management, LLC
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Private Wealth
March 2018 - June 2018 · 3 mos
LPL Financial LLCBroker
April 2017 - November 2022 · 5 yrs 7 mos
LPL Financial LLC
April 2017 - March 2019 · 1 yr 11 mos
Suntrust Advisory Services, INC.
April 2017 - April 2017 · 0 mos
Suntrust Investment Services, INC.Broker
September 2016 - April 2017 · 7 mos
Suntrust Investment Services, INC.
September 2016 - January 2017 · 4 mos
Morgan Stanley
June 2009 - September 2016 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2016 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
UBS Financial Services INC.
January 2005 - May 2008 · 3 yrs 4 mos
UBS Financial Services INC.Broker
December 2004 - May 2008 · 3 yrs 5 mos
State Registrations2 states
FLTX
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.
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