Baylee
Vigil
Vigil Wealth Management, LLC
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About this Advisor
Baylee Vigil is a financial advisor working out of Ponte Vedra Beach, Florida with a total of 2 years of industry experience. Vigil currently works for Vigil Wealth Management, LLC. Throughout their career, they have worked at Hudson West Hollywood, Valencia Country Club, Soho House West Hollywood, Soho Beach House, South Pointe Tavern, Florida State College Of Jacksonville, Tropical Smoothie, Morgan Stanley, Lulu'S Waterfront Grille, Lpl Financial, LLC and Vigil Wealth Management, LLC. Vigil has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California and Florida. Vigil Wealth Management, LLC is an advisory firm headquartered in Ponte Vedra Beach, FL. It has just three financial advisors. It administers $105 million in assets between its 338 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 338 accounts, 35% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules are based on which services are offered. Fee types billed by Vigil Wealth Management, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vigil Wealth Management, LLC Brokerage Details
$104,790,761
3
338
$310,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Baylee Vigil Work History
Baylee has been registered as a financial advisor for 2 years.*
Vigil Wealth Management, LLC
Lpl Financial, LLC
Vigil Wealth Management, LLC
Lpl Financial, LLC
Hudson West Hollywood
Valencia Country Club
Vigil Wealth Management, LLC
Soho House West Hollywood
Soho Beach House
South Pointe Tavern
Florida State College Of Jacksonville
Morgan Stanley
Lulu'S Waterfront Grille
Tropical Smoothie
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Baylee Vigil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vigil Wealth Management, LLC
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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