Adam Stewart is a registered investment advisor at United Brokerage Services INC, based in Martinsburg, WV, with 20 years of industry experience. Adam 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
450 Foxcroft Avenue, Martinsburg, WV, 25401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
State Registrations24 states
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