Baylee Shay Zeigler

Vigil Wealth Management, LLC

4 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Vigil Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

164 clients

Average Client Portfolio

$948K average

Assets Under Management

$155.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

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

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History

Regulatory History (1)

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Criminal

December 2014

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

LPL Financial LLCBroker

March 2021 - November 2022 · 1 yr 8 mos

State Registrations2 states

CAFL

Advisor

Exams

No exam information available for this advisor.