Wilfred Keyser
Wilfred Keyser is a registered investment advisor at UBS Financial Services INC., based in Wellesley, MA, with 31 years of industry experience. Wilfred 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
55 Williams Street, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Wilfred is the sole member and manager of Keyser Properties LLC, involved in real estate development and renovation since 2004. He also owns and manages rental real estate since 2019 and works part-time as a ski instructor at Loon Mountain Ski Resort.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 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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