Drew Freides
Drew Freides is a registered investment advisor at UBS Financial Services INC., based in Austin, TX, with 25 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
98 San Jacinto Blvd, Suite 600, Austin, TX, 78701
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Regulatory History (1)
Customer Dispute
July 2024Other Business Activities
Drew is a board member for Villa De Vida, an assisted living facility, and a managing member of Bora Bora LLC, which holds his boat. He also serves on the investment committees for the San Diego Yacht Club and the United States Sailing Foundation, and is a partner in Far Niente, LLC and Yankee, LLC. Finally, Drew is a lender to Connection Collective Holdings LLC.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Goldman, Sachs & CO.Broker
State Registrations43 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.