Taglath Milburn
Taglath Milburn is a registered investment advisor at UBS Financial Services INC., based in Ft. Worth, TX, with 33 years of industry experience. Taglath is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
301 COMMERCE Ste 2800, Ft. Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Taglath is involved with the Arlington Sportsman's Club, a non-profit organization. He also owns St. Gianna Molla LLC, a commercial real estate business where he leases a building.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations27 states
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
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