Charles Gits
Charles Gits is a registered investment advisor at UBS Financial Services INC., based in Bloomington, MN, with 43 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
8500 Normandale Lake Blvd., Bloomington, MN, 55437
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business Activities
Charles is a member of the board of directors and finance committee for Loaves and Fishes MN since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Piper Jaffray & CO.Broker
State Registrations28 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.
Exams
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