Vigilare Wealth Management (VWM) offers a range of services to support clients' short and long-term financial goals. VWM can act as a central point of contact for various services, including financial oversight, recordkeeping, integrated wealth management, and investment management. VWM uses a dynamic asset allocation strategy with ongoing discretionary supervision. They may also recommend third-party investment managers. Clients are not obligated to implement any recommendations made by VWM.
Assets Under Management$320M
Clients149
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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