Zach Goldberg
Zach Goldberg is a registered investment advisor at UBS Financial Services INC., based in Bellevue, WA, with 19 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
225 108th Avenue NE, Suite 800, Bellevue, WA, 98004
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Zach is a photographer for Frozenfoto since 2007, dedicating about 10-20% of his time to this home-based business. He is also a board member at large for Unexpected Productions, a non-profit theater company, since 2019.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations25 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.