Joan Boncher is a registered investment advisor at UBS Financial Services INC., based in Troy, MI, with 23 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
2301 W. Big Beaver, Suite 800, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joan manages the Geraldine L Boncher Revocable Living Trust, ensuring the property within is preserved and protected. Her role includes managing real and personal property, securities, bank accounts, and tax matters for the trust.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations24 states
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