Michael Wells is a registered investment advisor at Tidwell Wealth Management LLC, based in Rocklin, CA, with 8 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 83 clients with $120M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees, account minimums, and applications to family circumstances may be negotiable. Total management fee will not exceed 3%. Employer-sponsored retirement plan advice with lesser involvement has fees reduced by 0.50% in each tier.
Fee Estimator
Location
2209 Plaza Drive, Suite 200, Rocklin, CA, 95765
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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 member of SROP 2, LLC, which purchased a building in 2008. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Tidwell Wealth Management LLC
Previous Registrations
Peak Investment Solutions, 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.
Exams
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