Mario Lepore
Mario Lepore is a registered investment advisor at UBS Financial Services INC., based in Troy, MI, with 26 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
2301 W. Big Beaver, Suite 800, Troy, MI, 48084
Get directionsHistory
Regulatory History (4)
Judgment / Lien
January 2024Judgment / Lien
May 2022Judgment / Lien
November 2018Judgment / Lien
October 2017Other Business Activities
Mario is a U.S.A. Hockey official and owner of Jack F. Day LLC, selling industrial valves, dedicating minimal time. He also works as an instructor at Suzettes Master of Dance / Dance academy.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Dean Witter Reynolds INC.Broker
State Registrations10 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.