Alexandre Santos is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Boca Raton, FL, with 25 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.
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.
1800 North Military Trail, Suite 300, Boca Raton, FL, 33431
Get directionsAlexandre is a board member of Vita Nova Foundation since 2011, providing youth services. He is also a member of the board of directors for the University of Miami Sports Hall of Fame & Museum and the President of the Board of Directors for Bayshore Little League.
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