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Michael Meek

34 Years of Experience
Anchorage, AK
1 DisclosureBroker

Michael Meek is a registered investment advisor at UBS Financial Services INC., based in Anchorage, AK, 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.

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

3000 A Street, Suite 100, Anchorage, AK, 99503

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History

Regulatory History (1)
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Customer Dispute
April 2008
Settled
Employment History
Current Registrations
UBS Financial Services INC.
March 2003 - Present · 23 yrs 2 mos
UBS Financial Services INC.
March 2003 - Present · 23 yrs 2 mos
UBS Financial Services INC.Broker
March 2003 - Present · 23 yrs 2 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 1995 - April 2003 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - April 2003 · 11 yrs 11 mos
State Registrations31 states
AKARAZCACOFLGAIDILLAMDMIMNMOMSMTNCNHNMNVNYOHORPASCTXUTVAVTWAWI
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.