Richard Sachse
Richard Sachse is a registered investment advisor at UBS Financial Services INC., based in St Paul, MN, with 14 years of industry experience. Richard 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
444 Cedar St, St Paul, MN, 55101-2108
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Richard is an advisor for Cast Specialties Inc., a metal and mining company, assisting with business strategy, operations, and sales. He dedicates minimal time to this activity, providing occasional advice.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations34 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
More Advisors
- Susan BlountUBS Financial Services INC.
- David BetzUBS Financial Services INC.
- Jaret Hartley, CFPSavant Wealth Management
- Joseph Young, CFPSavant Wealth Management
- John Dahlberg, ChFC
- Jeffrey Tolzin, CFPFiduciary Counselling INC