Paula Traber Financial Services refers clients to third-party money managers, specifically UBS, for investment management services. Paula Traber Financial Services receives a portion of the fees charged by the third-party manager as a referral fee. Paula Traber Financial Services does not provide investment advice on specific investment products.
Fee Structure
Paula Traber Financial Services does not directly manage your investments. Instead, Paula Traber Financial Services refers you to a third-party money manager, UBS, who manages your investments. Paula Traber Financial Services receives 20% of the fee you pay to UBS. The actual fee you pay to UBS will vary depending on the program your assets are invested in and the fee negotiated between you and UBS.