Drew Freides
Drew Freides is a registered investment advisor at UBS Financial Services INC., based in Los Angeles, CA, with 25 years of industry experience. Drew 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
2000 Avenue of the Stars, 12th Floor South, Los Angeles, CA, 90067
Get directionsHistory
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.
Exams
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