EB
EB

Edgar Bachrach

29 Years of Experience
Boulder, CO
1 DisclosureBroker

Edgar Bachrach is a registered investment advisor at UBS Financial Services INC., based in Boulder, CO, with 29 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

Boulder, CO

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History

Regulatory History (1)
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Judgment / Lien
January 2021
Employment History
Current Registrations
UBS Financial Services INC.
November 2003 - Present · 22 yrs 6 mos
UBS Financial Services INC.
November 2003 - Present · 22 yrs 6 mos
UBS Financial Services INC.Broker
November 2003 - Present · 22 yrs 6 mos
Previous Registrations
Fahnestock Asset Management
January 2003 - November 2003 · 10 mos
Oppenheimer & CO. INC.Broker
January 2003 - November 2003 · 10 mos
Cibc World Markets CORP.
August 1998 - January 2003 · 4 yrs 5 mos
Cibc World Markets CORP.Broker
February 1997 - January 2003 · 5 yrs 11 mos
State Registrations7 states
AZCACOFLILMITX
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.
Edgar Bachrach - Financial Advisor | TrueAdvisor