Advisor at Select Investment Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Select Investment Services
Location
Santa Barbara, CA 93101
Credentials
CFP®, Series 66
Industry experience
17 years
Michael Vidal is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Select Investment Services. His prior experience includes roles at Wealth Innovation, Capital Synergy Partners, Inc., and Cornerstone Insurance Services, LLC. He also serves as a voting trustee for the Santa Barbara County Employees’ Retirement System. Select Investment Services provides investment management and financial planning to individuals, charitable organizations, and small businesses. The firm uses a combination of passive and active strategies tailored to client-specific investment policies and offers additional services such as outsourced CFO support and insurance brokerage through an affiliated entity.
Based on Select Investment Services
Ongoing Financial Planning upfront fee $2,000 to $4,000 plus $300/month ongoing fee; Project-Based Financial Planning fixed fees
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Financial Planning: $250/hour; CFO Services: $200/hour
15 W Carrillo St
Santa Barbara, CA 93101
California
Select Investment Services
2024 - Present (2 years)
Wealth Innovation
2023 - 2024 (1 year)
Select Insurance Services
2022 - Present (4 years)
Capital Synergy Partners, Inc.
2014 - 2022 (8 years)
Cornerstone Insurance Services, LLC
2012 - 2022 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
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Series 66
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Ironcrest Capital Management LLC
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Duran Capital Management, LLC
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