Market Street Advisors is a solicitor that refers potential clients to UBS Financial Services for investment advisory services. Market Street Advisors receives a referral fee from UBS based on a percentage of the advisory fee paid by the client to UBS. Market Street Advisors does not provide investment advice or manage client assets.
Fee Structure
Market Street Advisors does not manage your investments directly. Instead, they connect you with UBS Financial Services. UBS will pay Market Street Advisors a portion of the investment advisory fee you pay to UBS. This referral fee is 30% of your investment advisory fee, after deducting fees paid to third-party investment managers and internal management expenses. The amount you pay UBS depends on the specific program you choose, the amount you invest, and any negotiated fee.