Robert Cochrane
Robert Cochrane is a registered investment advisor at UBS Financial Services INC., based in Newtown, PA, with 30 years of industry experience. Robert 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
411 South State St., Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Robert is one of five board members overseeing the financials and services of a 72-unit condo building since 2018. He is a member of a committee with management and supervisory functions and reviews the annual budget for building maintenance.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
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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