Charles Verner
Charles Verner is a registered investment advisor at UBS Financial Services INC., based in Ft. Lauderdale, FL, with 42 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
401 East Las Olas Boulevard, Las Olas Centre, Ft. Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 1994Customer Dispute
April 1994Customer Dispute
February 1991Other Business Activities
Charles is a board member for Tower Forum, dedicating minimal time. He is also a board member and assistant treasurer for Broward Education Foundation, a non-profit supporting Broward County schools.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
First Florida Securities Group, INC.Broker
First Heritage CorporationBroker
First Florida Securities, INC.Broker
State Registrations19 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.