Michael Baril is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Tustin, CA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Tustin, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Reilly Financial Advisors
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AmeritradeBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations51 states
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