William Beatty is a registered investment advisor at UBS Financial Services INC., based in Portland, OR, with 34 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.
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.
760 SW 9th Ave, Suite 2450, Portland, OR, 97205
Get directionsWilliam is involved in several outside business activities, including producing jazz CDs, real estate ventures (B&B Pacific LLC and Destiny 25), Fernbrook Vineyards LLC (growing wine grapes), 3252 Holdings (HOA of recreational housing development), Christ Church Parish (investment oversight), and the OHSU Foundation Gift Planning council. These activities require minimal time commitment, except for Destiny 25, where he advises his wife.
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.