Ritesh Upadhyaya is a registered investment advisor at Vigil Wealth Management, LLC, based in Ponte Vedra Beach, FL, with 8 years of industry experience. Ritesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 164 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vigil Wealth charges a percentage of your portfolio each year for wealth management services. The exact fee depends on the scope and complexity of your financial situation, but it will not exceed 2.65%. Fees are paid quarterly, in advance. The firm may also use independent managers, and the total fee, including Vigil Wealth's fee and the independent manager's fee, will not exceed 2.65% annually.
Location
822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082
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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.
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Ritesh owns Kuya, LLC, a real estate rental business, dedicating minimal time to managing the property. He is also a partner in Cardin McCoy, a fashion and clothing business for children, spending a few hours per week on this venture.
Employment History
Current Registrations
Vigil Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.