Vigilare Wealth Management LLC

Vigilare Wealth Management, LLC is an independent fee-based Registered Investment Advisor established in 2011 in Scottsdale, AZ. Co-owned by Jason S. Polit and Zeljko J. Zdrale, the firm's primary goal is to protect and grow clients' wealth through a range of services tailored to individual needs. Services include financial oversight, recordkeeping, integrated wealth management, and investment management. The firm employs a dynamic asset allocation strategy and may utilize third-party investment managers when deemed beneficial for clients. Clients must meet a minimum initial investment of $500,000, which may be negotiable. Fees for investment management services are tiered, with a maximum annual fee of 1.50% for the first $1 million and negotiable rates for amounts exceeding $1 million. The firm does not charge performance-based fees or engage in side-by-side management. Vigilare Wealth Management does not vote proxies on behalf of clients and does not have custody of client assets, except in cases where trustee services are provided. The firm has not experienced any material changes since its last update in March 2024 and has no disciplinary events. Clients receive account statements directly from the custodian at least quarterly, and the firm conducts regular account reviews to ensure alignment with client goals and objectives.