Federico Juarbe
Federico Juarbe is a registered investment advisor at UBS Financial Services INC., based in San Juan, PR, with 22 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
250 Munoz Rivera Avenue, San Juan, PR, 00918
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2024Regulatory
August 2015Other Business Activities
Federico is the proprietor/owner of Escondida PR Investments LLC, involved in investment advice since 2016. He is also the sole proprietor of FLJ LLC, a personal holding company for personal investments, and a 50% owner of F&R Realty LLC, which purchases houses to rent via Airbnb.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
UBS Financial Services Incorporated of Puerto RicoBroker
State Registrations14 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.