Michael Isola is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Walnut Creek, CA, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1331 North California Blvd., Suite 650, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner in BEI Capital Partners and the owner and treasurer of Oakland Land & Cattle Company, a non-profit hunting club. He spends minimal time managing the club's budget and paying bills.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations42 states
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