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Cees-Jan Hoek

40 Years of Experience
West Palm Beach, FL
Broker

Cees-Jan Hoek is a registered investment advisor at UBS Financial Services INC., based in West Palm Beach, FL, with 40 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

525 Okeechobee Blvd, Suite 1500, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cees-Jan is the trustee of the Alexander T van Hoek Revocable Trust since 2021.

Employment History
Current Registrations
UBS Financial Services INC.
January 2016 - Present · 10 yrs 6 mos
UBS Financial Services INC.
January 2016 - Present · 10 yrs 6 mos
UBS Financial Services INC.Broker
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
December 2006 - January 2016 · 9 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
November 2006 - January 2016 · 9 yrs 2 mos
Credit Suisse Private Advisors
February 2006 - November 2006 · 9 mos
Credit Suisse Private AdvisorsBroker
November 2005 - November 2006 · 1 yr
Credit Suisse First Boston LLCBroker
April 1993 - April 2005 · 12 yrs
Aimco Securities Company, INC.Broker
September 1991 - December 1992 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1984 - September 1990 · 6 yrs 8 mos
State Registrations22 states
CACOCTDCFLGAILINMAMDMNMONCNJNVNYOHPASCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Cees-Jan Hoek - Financial Advisor | TrueAdvisor