Michael Vila is a CFP-designated registered investment advisor at Bellevue Asset Management, LLC, based in Bellevue, WA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 219 clients with $390M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
11400 SE 8th Street, Suite 270, Bellevue, WA, 98004
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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 →Other Business Activities
Michael is a volunteer member of the Board of Directors for Family Law CASA of King County, a non-profit organization, since August 2023. He dedicates a few hours per week to reviewing strategic plans and providing advice on marketing and promotion.
Employment History
Current Registrations
Bellevue Asset Management, LLC
Previous Registrations
Cambridge Investment Reserarch, INC.
Oppenheimer Asset Management INC.
Fahnestock Asset Management
Cibc World Markets CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.