Nancy Barrett
Nancy Barrett is a registered investment advisor at UBS Financial Services INC., based in San Francisco, CA, with 20 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
555 California St, 34th, 36th & 46th Floors, San Francisco, CA, 94104
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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
Nancy is an officer of Frank Beneduci LLC, which previously designed and manufactured shoes but now owns an investment property; she spends minimal time overseeing the property. She also serves as an advisory board member for the Fashion Incubator of San Francisco, a charitable organization, dedicating minimal time annually.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Scudder Investor Services, INC.Broker
State Registrations20 states
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