Baylee Zeigler
Baylee Zeigler is a registered investment advisor at Vigil Wealth Management, LLC, based in Ponte Vedra Beach, FL, with 4 years of industry experience. Baylee 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 (1)
Criminal
December 2014Other Business ActivitiesSells Insurance
Baylee is an insurance agent since January 2022, spending minimal time reviewing client's insurance needs. Baylee is also a co-owner of Sleigh My Lights, LLC, a holiday light installation company, dedicating a few hours per week to operational aspects and advertising.
Employment History
Current Registrations
Vigil Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
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.