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Michael Tidik

34 Years of Experience
Pasadena, CA
Broker

Michael Tidik is a registered investment advisor at UBS Financial Services INC., based in Pasadena, CA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

251 South Lake Avenue, 10th Floor, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a limited partner/investor in Rediger Investment, an investment fund or hedge fund focused on real estate investments, since 2017. He is also a partner/investor in The Golden State Medical Building, a commercial real estate limited partnership.

Employment History
Current Registrations
UBS Financial Services INC.Broker
February 2015 - Present · 11 yrs 3 mos
UBS Financial Services INC.
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - March 2015 · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - March 2015 · 20 yrs 6 mos
Painewebber IncorporatedBroker
July 1991 - September 1994 · 3 yrs 2 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.