Andrew Kahner
Andrew Kahner is a registered investment advisor at UBS Financial Services INC., based in Hallandale Beach, FL, with 18 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
1010 S. Federal Highway Suite 2601, Hallandale Beach, FL, 33009
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2026Customer Dispute
September 2019Other Business Activities
Andrew is involved with Nussentials Corporation in health and wellness, dedicating minimal time. He also owns real estate through Glass Castle LLC and a property at Ritz Miami Beach, and is a board member for Joint Education Outreach Inc.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Lehman Brothers INC.Broker
State Registrations39 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.