Mathew Rustad is a registered investment advisor at UBS Financial Services INC., based in Fargo, ND, with 28 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
Firm Size
IM Fee
Assets Under Management
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.
Location
51 Broadway, Fargo, ND, 58102-4970
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mathew is a partner in Arrowhead 47 LLP, managing real estate including leasing, rent collection, and property maintenance, dedicating minimal time. He is also a dormant partner in Arrowhead 44 LLP, maintaining the LLC for his parents' estate, also requiring minimal time.
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
State Registrations33 states
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