UBS Financial Services INC.

Assets Under Management

$808.8B

Number of Clients

1,134,581

Number of Advisors

9200

Average Client AUM

$713K

AUM per Advisor

$87.9M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

UBS Financial Services Inc. provides a variety of advisory services to address different investment needs. These programs offer advisory services which allow clients to manage their accounts in a number of ways, including delegating investment discretion, accessing SMA investment managers, and working with financial advisors. Programs include discretionary, separately managed accounts, unified managed accounts, non-discretionary, portfolio-based advisory, and alternative investments advisory.

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$10,000
Areas of Practice
Investment Management
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Location

1200 Harbor Boulevard, Weehawken, NJ, 07086

9200 Advisors at this firm

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