Vigil Wealth Management, LLC

Assets Under Management

$155.5M

Number of Clients

164

Number of Advisors

3

Average Client AUM

$948K

AUM per Advisor

$51.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Vigil Wealth Management offers wealth management services, including discretionary investment management and financial planning. They work with individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. They utilize various investment strategies and offer financial planning services on an hourly or fixed-fee basis.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Loading...
Location

822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082

3 Advisors at this firm