Paul Lowerre is a registered investment advisor at UBS Financial Services INC., based in New York, NY, 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
1285 Avenue of the Americas, 15 Thru 18th Floors, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a managing partner at Lowerre Partners LP, a limited partnership, where he makes investment decisions, spending minimal time per week. He also serves as President of Lav-Cor Agriculture, owning and operating a winery, dedicating a few hours per week to setting strategic goals and monitoring progress.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Kidder, Peabody & CO. IncorporatedBroker
State Registrations29 states
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