Bjorn Koch
Bjorn Koch is a registered investment advisor at UBS Financial Services INC., based in Coconut Grove, FL, with 25 years of industry experience. Bjorn 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
Coconut Grove, FL
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2009Customer Dispute
November 2008Customer Dispute
April 2008Customer Dispute
November 2006Other Business Activities
Bjorn serves as a board advisor for Life Science Cares, an organization focused on poverty elimination in the Boston area. He volunteers with them from time to time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations33 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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