Vigil Wealth Management provides personalized investment management and comprehensive financial planning services to individuals, high-net-worth families, trusts, estates, and businesses. Vigil Wealth focuses on building customized investment portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks, bonds, and other appropriate investments. The firm operates as a registered investment advisor and acts in a legally required best-interest capacity for its clients. Services are tailored around each client's specific financial goals, time horizon, and risk tolerance, and often combine ongoing portfolio supervision with broader financial planning covering retirement, estate, tax, and insurance needs.
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.