Michael Miremadi
Michael Miremadi is a registered investment advisor at UBS Financial Services INC., based in Newport Beach, CA, with 33 years of industry experience. Michael 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
888 San Clemente Drive, Suite 300, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Customer Dispute
July 2001Other Business Activities
Michael is the proprietor and owner of a residential rental property in Newport Coast, CA. He acts as the landlord for this property.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bridgecorp SecuritiesBroker
State Registrations32 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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