Bernard King
Bernard King is a CFA-designated registered investment advisor at UBS Financial Services INC., based in Clayton, MO, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
8027 Forsyth Blvd, Suite 1010, Clayton, MO, 63105
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2025Customer Dispute
May 2009Customer Dispute
May 2008Other Business Activities
Bernard is a non-voting partner in Select Partners Division T, involved in real estate lending and investment since 2006, and a partner in Harper Lake of Nevada LLC, a real estate venture, since 2005, dedicating minimal time to it. He also owns and leases an airplane, is a partner in Grand Slam Baseball LLC, Hinch Farm LLC, and is an advisor for The Foundation For Barnes-Jewish Hospital.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Kidder, Peabody & CO. IncorporatedBroker
State Registrations39 states
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.