Eduardo Ordorica
Eduardo Ordorica is a registered investment advisor at UBS Financial Services INC., based in San Diego, CA, 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.
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
600 West Broadway, Suite 2800, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eduardo is a member of the board of directors for KLH Marketing Inc. ESOP Plan, a wholesaler of kitchen equipment, since 2017. He is also the treasurer and a board member of the Yorba Linda Country Club Members Golf Association since 2025.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
UBS International INC.
UBS International INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations15 states
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