James Young is a registered investment advisor at UBS Financial Services INC., based in Miamisburg, OH, 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.
3601 Rigby Road, Suite 500, Miamisburg, OH, 45342
Get directionsJames is a precinct captain for the Montgomery County Republican Party and a State Representative for the 42nd District of Ohio. As a State Representative, he develops and votes on policy and the state budget.
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.