Elizabeth Fowlks
Elizabeth Fowlks is a registered investment advisor at UBS Financial Services INC., based in Boston, MA, with 11 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
Firm Size
IM Fee
Assets Under Management
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.
Location
One Post Office Square, Boston, MA, 02109
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is an operations manager at Arch Wealth Management LLC, also known as Boston 128 Companies Inc., which involves investment-related activities and insurance products, taking nearly full-time hours. She also manages an Etsy shop called Power Word Yarn, dedicating minimal time, and is a creator/partner at Variant Ventures LLC, focused on blogging and online retail sales, and is an elected member of the Acton Boxborough Regional School Committee.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations32 states
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