Cynthia Bassett
Cynthia Bassett is a registered investment advisor at UBS Financial Services INC., based in Pepper Pike, OH, with 62 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
30050 Chagrin Boulevard, Suite 200, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Cynthia is the president of Cynthia Bassett Productions Inc., producing educational travel DVDs, dedicating a few hours per week. She also serves as an officer on the investment committee for CCWA Foundation and as a trustee teaching music students and serving on the investment committee for the Cleveland Institute of Music.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Kidder, Peabody & CO. IncorporatedBroker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
Prescott, Ball & TurbenBroker
Prescott, Ball & TurbenBroker
Prescott, Ball & TurbenBroker
Prescott, Merrill, Turben & CO.Broker
State Registrations36 states
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