MB
CFA
MB
CFA

Michael Borsig

18 Years of Experience
Miami, FL
Broker

Michael Borsig is a CFA-designated registered investment advisor at UBS Financial Services INC., based in Miami, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

100 SE 2nd Street,, Suite 2500, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
UBS Financial Services INC.
October 2024 - Present · 1 yr 9 mos
UBS Financial Services INC.
October 2024 - Present · 1 yr 9 mos
UBS Financial Services INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
March 2021 - November 2024 · 3 yrs 8 mos
Citigroup Global Markets INC.
October 2018 - November 2024 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2018 - November 2024 · 6 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
December 2015 - September 2018 · 2 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - September 2018 · 2 yrs 9 mos
Barclays Capital INC.
September 2010 - December 2015 · 5 yrs 3 mos
Barclays Capital INC.Broker
September 2010 - December 2015 · 5 yrs 3 mos
UBS Financial Services INC.Broker
January 2010 - September 2010 · 8 mos
UBS Financial Services INC.
January 2010 - September 2010 · 8 mos
UBS International INC.
April 2009 - January 2010 · 9 mos
UBS International INC.Broker
April 2009 - January 2010 · 9 mos
UBS Financial Services INC.
September 2007 - April 2009 · 1 yr 7 mos
UBS Financial Services INC.Broker
September 2007 - April 2009 · 1 yr 7 mos
State Registrations8 states
DCFLINKSNCNJNYSC
AdvisorBrokerBoth

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
No exam information available for this advisor.