David Vigil is a CFP-designated registered investment advisor at Vigil Wealth Management, LLC, based in Ponte Vedra Beach, FL, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 164 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vigil Wealth charges a percentage of your portfolio each year for wealth management services. The exact fee depends on the scope and complexity of your financial situation, but it will not exceed 2.65%. Fees are paid quarterly, in advance. The firm may also use independent managers, and the total fee, including Vigil Wealth's fee and the independent manager's fee, will not exceed 2.65% annually.
Location
822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a licensed insurance agent since 2005, reviewing client's insurance needs. This activity requires minimal time.
Employment History
Current Registrations
Vigil Wealth Management, LLC
Previous Registrations
Private Wealth
LPL Financial LLCBroker
LPL Financial LLC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.