Manuel Monasterio
Manuel Monasterio is a registered investment advisor at UBS Financial Services INC., based in Santa Fe, NM, 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
125 Lincoln Ave Ste 401, Santa Fe, NM, 87501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Manuel is a partner in The Reel Life LLC, a retail store selling fly fishing tackle and clothing, but spends no time working there as the business is being sold. He also owns multiple rental properties and is a member of a committee with management functions for Basque Enterprises LLC, dedicating a few hours per week to these activities.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations27 states
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