BC
BC

Bonnie Copeland

28 Years of Experience
Napa, CA
1 DisclosureBroker

Bonnie Copeland is a registered investment advisor at UBS Financial Services INC., based in Napa, CA, with 28 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

1455 First Street, Suite 300, Napa, CA, 94559

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History

Regulatory History (1)
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Criminal
July 1985
Final Disposition
Employment History
Current Registrations
UBS Financial Services INC.
May 2011 - Present · 15 yrs
UBS Financial Services INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Commonwealth Financial NetworkBroker
March 2009 - March 2011 · 2 yrs
UBS Financial Services INC.Broker
January 2007 - January 2009 · 2 yrs
Commonwealth Financial NetworkBroker
October 2005 - June 2006 · 8 mos
Investors Resources Group, INC.Broker
February 1999 - November 2005 · 6 yrs 9 mos
Round Hill Securities, INC.Broker
June 1997 - March 1999 · 1 yr 9 mos
State Registrations33 states
ALARAZCACOCTDEFLGAHIIDILINMAMDMEMIMNMONHNJNMNVNYOHORPATNTXVTWAWVWY
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.