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Darcy Andrews

16 Years of Experience
Troy, MI
Broker

Darcy Andrews is a registered investment advisor at UBS Financial Services INC., based in Troy, MI, 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.

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

2301 W. Big Beaver Road, Suite 800, Troy, MI, 48084

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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.
August 2021 - Present · 4 yrs 9 mos
UBS Financial Services INC.Broker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Huntington Financial Advisors
September 2017 - August 2021 · 3 yrs 11 mos
The Huntington Investment CompanyBroker
August 2009 - August 2021 · 12 yrs
State Registrations11 states
AZCACTFLKYMINYOHTNTXWI
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.
Darcy Andrews - Financial Advisor | TrueAdvisor