Advisor at The Private Family Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Private Family Advisors, LLC
Location
St. Louis, MO 63117
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
Eduardo Vigil is a CFP® certificant with 19 years of experience in financial advisory. He is currently with The Private Family Advisors, LLC and has previously worked at Zitko Financial Services, LLC and Argent Capital Management LLC. The Private Family Advisors, LLC serves primarily individual and high-net-worth clients, offering financial planning and portfolio management with a focus on long-term asset allocation based on Modern Portfolio Theory. The firm combines passive and active strategies with an emphasis on cost control and integrates legal and tax service coordination alongside investment management.
Based on The Private Family Advisors, LLC
Based on The Private Family Advisors, LLC
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001+: 0.50% annually
Account minimum: $5,000 minimum fee Minimum fee: Minimum fee of $5,000 per client, may be waived in certain situations Fee-only: Fee only advisory firm; does not receive commissions
2001 S. Big Bend Blvd
St. Louis, MO 63117
Missouri
Zitko Financial Services, LLC
2021 - Present (5 years)
Self Employed
2020 - 2021 (1 year)
Argent Capital Management LLC
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 63, Series 65
Chesterfield, MO
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PFS™, Series 63, Series 65
Saint Louis, MO
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