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Michael Anthony Bristow

14 Years of Experience
1 DisclosureBroker
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
679 clients
Average Client Portfolio
$483K average
Assets Under Management
$327.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.50%
$1M+2.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
August 2009
Other Business Activities

Michael is a managing partner and owner of Tamalpais Asset Management, a registered investment advisory firm. He dedicates a full-time amount of time to running the day-to-day operations, client communication, financial education, and managing client accounts.

Employment History
Current Registrations
Emerson Equity LLCBroker
November 2024 - Present · 1 yr 3 mos
Emerson Equity LLC
November 2024 - Present · 1 yr 3 mos
Tamalpais Asset Management
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Calamar Financial Group, LLCBroker
July 2019 - November 2024 · 5 yrs 4 mos
Cs Planning CORP
February 2017 - July 2019 · 2 yrs 5 mos
Perigon Wealth Management, LLC
May 2016 - October 2016 · 5 mos
Prime Executions, INC.Broker
July 2014 - December 2014 · 5 mos
Vtrader Pro, LLCBroker
February 2012 - April 2012 · 2 mos
Vt Brokers, LLC
August 2009 - April 2012 · 2 yrs 8 mos
Vt Brokers, LLCBroker
August 2009 - April 2012 · 2 yrs 8 mos
Portsmouth Financial ServicesBroker
July 2007 - September 2009 · 2 yrs 2 mos
Pacific Growth Equities, LLCBroker
May 2007 - June 2007 · 1 mo
Infinium Securities INC.Broker
October 2006 - January 2007 · 3 mos
Global Crown Capital, LLCBroker
January 2006 - March 2006 · 2 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Anthony Bristow - Financial Advisor | TrueAdvisor