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Vigil Wealth Management, LLC

Headquartered in PONTE VEDRA BEACH, FL

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Firm Information

Vigil Wealth Management, LLC is an investment advisory firm based in Ponte Vedra Beach, FL. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. Vigil Wealth Management has 2 licensed agents, 3 investment advisor representatives, and manages approximately $126,647,086 in regulatory assets under management. They offer consulting services in addition to their core advisory services.

Vigil Wealth Management, LLC

822 A1A NORTH

PONTE VEDRA BEACH, FL 32082

$126.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

VIGIL WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.

Advisors at Vigil Wealth Management, LLC

View All 3 Advisors

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Disclosures

There are no public disclosures for Vigil Wealth Management, LLC.

Frequently Asked Questions (8)

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