Clinton Roberts
Clinton Roberts is a registered investment advisor at UBS Financial Services INC., based in The Woodlands, TX, with 3 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
1780 Hughes Landing Blvd., Suite 200, The Woodlands, TX, 77380-1687
Get directionsHistory
Regulatory History (1)
Financial
February 2025Other Business Activities
Clinton holds a Texas real estate brokerage license through Roberts Commercial Real Estate. He dedicates minimal time to this activity.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Roberts Wealth Management LLC
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Next Financial Group, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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.