IY
IY

Igal Yacher

27 Years of Experience
Miami, FL
Broker

Igal Yacher is a registered investment advisor at UBS Financial Services INC., based in Miami, FL, with 27 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

100 SE 2nd Street, 27th Floor, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Igal is the proprietor/owner of undeveloped land in Chile as a passive, long-term investment since 2025. He incurs minor expenses such as CPA fees for annual taxes and property taxes.

Employment History
Current Registrations
UBS Financial Services INC.
January 2010 - Present · 16 yrs 4 mos
UBS Financial Services INC.
January 2010 - Present · 16 yrs 4 mos
UBS Financial Services INC.Broker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS International INC.
March 2009 - January 2010 · 10 mos
UBS International INC.Broker
March 2009 - January 2010 · 10 mos
Citigroup Global Markets INC.
March 2003 - April 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2003 - April 2009 · 6 yrs 1 mo
Credit Suisse First Boston
January 2003 - March 2003 · 2 mos
Credit Suisse First Boston LLCBroker
February 2001 - March 2003 · 2 yrs 1 mo
Donaldson Lufkin & Jenrette Securities Corporation
December 2000 - January 2003 · 2 yrs 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 2000 - January 2003 · 2 yrs 1 mo
Lehman Brothers INC.Broker
February 1999 - November 2000 · 1 yr 9 mos
State Registrations4 states
FLNYOHPR
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.