Brandon Smoot
Brandon Smoot is a registered investment advisor at UBS Financial Services INC., based in San Antonio, TX, with 18 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
Promenade One 17806 IH 10 W, Suite 210, San Antonio, TX, 78257
Get directionsHistory
Regulatory History (1)
Criminal
December 1998Other Business Activities
Brandon co-owns the Chica-Bar Family Ranch with his spouse, a cattle ranch utilizing US Ag exemptions, since 2020. He spends a few hours per week on this activity.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations14 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.
Exams
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