Michael Zaidlin
Michael Zaidlin is a registered investment advisor at Madrone Investment Advisory, LLC, based in San Rafael, CA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 116 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madrone Investment Advisory charges a flat annual dollar fee for managing your investments, billed quarterly. The fee is based on a range of assets under management. If your assets significantly increase or decrease within a range, Madrone will adjust the fee accordingly. Madrone aims to keep fees under 0.50% for accounts under $2M and under 0.40% for accounts over $2M, with a $5,000 minimum annual fee. Fees may be negotiable.
Location
1101 5th Ave, Suite 310, San Rafael, CA, 94901
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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.
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Michael previously operated the Law Office of Michael H. Zaidlin as an attorney from 2006-2011, dedicating minimal time. Michael also owns the domain sixties.com, but no business is being conducted.
Employment History
Current Registrations
Madrone Investment Advisory, LLC
Previous Registrations
Madrone Investment Advisory, LLC
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.