S T Golia Planning is a referral agent for a wealth management team at UBS Financial Services. If S T Golia Planning refers you to UBS and you become a client, UBS will share a portion of the fees they charge you with S T Golia Planning. S T Golia Planning does not manage your investments or hold your assets.
Assets Under ManagementN/A
Clients18
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
S T Golia Planning does not directly manage your investments. Instead, they refer clients to UBS Financial Services. If you become a client of UBS through this referral, S T Golia Planning receives a portion of the fees you pay to UBS. This referral fee does not increase the overall fees you pay. You may also incur brokerage or asset management fees charged by UBS.
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