Wade Kornblith is a registered investment advisor at UBS Financial Services INC., based in Tampa, FL, with 21 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.
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.
101 East Kennedy Boulevard, Suite 1800, Tampa, FL, 33602
Get directionsWade is a partner in Rockland Real Estate, LLC, involved in buying and selling real estate, and a board member for Chateau on White Sands HOA. He is also a partner in Kitchen Whichery LLC, proprietor of Freedom Investment Holdings LLC, and a partner in Trident Hospitality Group, LLC, all investment-related.
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