Michael Vidal
Michael Vidal is a CFP-designated registered investment advisor at Select Investment Services, based in Santa Barbara, CA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8 clients with $450K 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. For clients with over $1,000,000 in assets under management with Select Investment Services, financial planning services are included. When an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
15 W Carrillo St, Santa Barbara, CA, 93101
Get directionsHistory
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 ActivitiesSells Insurance
Michael is the owner and insurance broker for Select Insurance Services, dedicating about 10-20% of his time to this role. He also serves as a voting trustee for SBCERS, requiring minimal time, and owns The SB Cottages, spending about 10-20% of his time on it.
Employment History
Current Registrations
Select Investment Services
Previous Registrations
Wealth Innovation
Capital Synergy PartnersBroker
Capital Synergy Partners
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.