Zeljko Zdrale is a registered investment advisor at Vigilare Wealth Management LLC, based in Scottsdale, AZ, with 19 years of industry experience. Zeljko 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
8585 East Hartford Drive, Suite 113, Scottsdale, AZ, 85255
Get directionsHistory
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
Zeljko is a managing member of Athlete Society LLC, a professional services company focusing on the financial needs of professional athletes, dedicating about half of his time. The company provides financial coaching, budgeting, and other financial services, but does not provide advice on investments or securities.
Employment History
Current Registrations
Vigilare Wealth Management LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 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.