Paul Makris
Paul Makris is a registered investment advisor at UBS Financial Services INC., based in Concord, NH, with 26 years of industry experience. Paul 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
11 S. Main Street, Suite 300, Concord, NH, 03301
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Paul is the manager of Tripping Souls Productions, LLC, where he writes songs and handles general duties. He has been involved with this music-related business since 2012.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services 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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