Baylee Zeigler
Baylee Zeigler is a registered investment advisor at Vigil Wealth Management, LLC, based in Valencia, CA, with 5 years of industry experience. Baylee 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50%, based on the scope and complexity of the relationship. Fees may be negotiable.
Fee Estimator
Location
Valencia, CA
Get directionsHistory
Regulatory History (1)
Criminal
December 2014Other Business ActivitiesSells Insurance
Baylee is an insurance agent since January 2022, spending minimal time reviewing client's insurance needs. Baylee is also a co-owner of Sleigh My Lights, LLC, a holiday light installation company, dedicating a few hours per week to operational aspects and advertising.
Employment History
Current Registrations
Vigil Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
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.
Exams
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