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Rossitsa Getskova

17 Years of Experience
Charleston, WV
Broker

Rossitsa Getskova is a registered investment advisor at United Brokerage Services INC, based in Charleston, WV, with 17 years of industry experience. Rossitsa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
52 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$250

UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.

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Location

500 Virginia Street East, Charleston, WV, 25322

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Rossitsa is a portfolio manager at United Bank Wealth Management Group since 2005, a full-time commitment. She also dedicates minimal time per month to investment committees for the WV Bankers Association and the YWCA.

Employment History
Current Registrations
United Brokerage Services INC
March 2015 - Present · 11 yrs 2 mos
United Brokerage Services, INCBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
United Brokerage Services INC
November 2007 - April 2013 · 5 yrs 5 mos
United Brokerage Services, INCBroker
July 2006 - April 2013 · 6 yrs 9 mos
State Registrations1 state
WV
AdvisorBrokerBoth

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
No exam information available for this advisor.