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Michael Bristoll

15 Years of Experience
Scottsdale, AZ
1 DisclosureBroker

Michael Bristoll is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 15 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 817,328 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2210 advisors
IM Fee
Planning only
Assets Under Management
$300.4B

Fee Structure

Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:

  • New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
  • Legacy Model:
    • $250 for participants with $50,000 to $500,000 in total Vanguard assets.
    • $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
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Location

14321 N Northsight Blvd, Scottsdale, AZ, 85260

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History

Regulatory History (1)
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Customer Dispute
August 2022
Settled
Other Business Activities

Michael is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.

Employment History
Current Registrations
Vanguard Advisers, INC.
December 2019 - Present · 6 yrs 5 mos
Vanguard Marketing Corporation
July 2014 - Present · 11 yrs 10 mos
Vanguard Marketing CorporationBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2012 - March 2014 · 1 yr 6 mos
Chase Investment Services CORP.Broker
November 2010 - September 2012 · 1 yr 10 mos
State Registrations3 states
AZPATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.