Adam Skagen
Adam Skagen is a registered investment advisor at UBS Financial Services INC., based in Chelan, WA, with 19 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
Chelan, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Adam is a partner in Nana's Camp LLC, an entity holding a cabin, and spends minimal time on tasks like yard work and account management. He is also a partner in a farmland and timber operation in Worley, Idaho, overseeing land management.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations30 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.
Exams
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