Eva Agi is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Beverly Hills, CA, with 5 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
131 South Rodeo Drive, Suite 300, Beverly Hills, CA, 90212
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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.
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Eva works as a financial advisor and liaison between clients and CPAs at GK Tax and Accounting since January 2021. She dedicates a few hours per week to this business, providing financial planning advice and referring clients to the tax and accounting department.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
State Registrations32 states
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