Courtney Kershaw is a registered investment advisor at UBS Financial Services INC., based in Westlake Village, CA, with 16 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.
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.
3011 Townsgate Road, Suite 300, Westlake Village, CA, 91361
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Learn about disclosures →Courtney is a Beach Body LLC coach, owner of Titanium Consulting LLC, CEO of CKJT Insurance Company Inc., owner of Natural 9 Nine LLC, and owner of Titanium Response LLC. Courtney's role with CKJT Insurance Company Inc. involves controlling investments for supplemental insurance.
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