Vigilare Wealth Management offers a range of services designed to protect and grow client wealth. The firm provides discretionary investment management using a dynamic asset allocation strategy that blends global economic analysis with fundamental security research. In addition to investment management, Vigilare Wealth Management offers integrated wealth management services, cash flow oversight, expense management, recordkeeping, and trustee services. The firm tailors its services to the individual needs and risk tolerance of each client, working with high-net-worth individuals, families, trusts, and business owners.
Assets Under Management$330M
Clients157
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for amounts over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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