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  UBS Wealth Management

UBS Wealth Management

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UBS Wealth Management

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in Wealth Management from UBS Wealth Management

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Highlights
Highlights
Median Account $500,000
Minimum Account $10,000
U.S. AUM (billions) $496
Wealth Managers N/A

UBS Wealth Management Review

UBS Wealth Management is offered by UBS Wealth Management, founded in 1998 and based in New York, NY. UBS Wealth Management is available in 47 states (and Washington, DC).

What wealth management fees does UBS Wealth Management charge?

UBS Wealth Management uses the following fee models.

Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.

Performance or incentive model. In this model, instead of charging a fixed fee or a fee based on the assets under management, the wealth manager charges a percentage of the upside of a benchmark index. If the client's account does not beat the benchmark the manager forfeits the fee. This model closely aligns the incentives of wealth management companies and customers, but it can also push managers to take on higher risk.

What are the investment expense ratios of UBS Wealth Management?

Hiring a wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolios performance.

UBS Wealth Management does not charge fees based on an investment expense ratio.

What are the annual management fees of UBS Wealth Management?

UBS Wealth Management does not disclose its investment expense ratios. If you use UBS Wealth Management, make sure you receive a clear description of fees before you hire its services.

UBS Wealth Management Fees
Description
Investment Expense Ratios N/A
Fee Model N/A
Management / Advisory Fee N/A

What wealth management services does UBS Wealth Management offer?

Wealth management companies typically offer a wide selection of services. UBS Wealth Management provides the following:

Wealth Management Services Offered Options
Supported Options Unsupported Options
  • Cash management
  • Estate Planning
  • Investment Advice
  • Tax Planning
  • Strategic Research
  • Acquisitions and dispositions
  • Financial reporting
  • Accounting
  • Due diligence
  • What investment vehicles does UBS Wealth Management offer?

    A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.

    UBS Wealth Management offers the following types of investment portfolios and account types.

    Investment Vehicles Options
    Supported Options Unsupported Options
  • Real estate securities
  • Separate accounts
  • Global indirect investments
  • Commingled funds
  • Real estate debt
  • Co-investment programs
  • Strategic partnerships
  • These are the investment options UBS Wealth Management offers its clients.

    Investment Choices Options
    Supported Options Unsupported Options
  • Stocks
  • Mutual Funds
  • Bonds
  • International Stocks
  • ETFs
  • Options
  • FOREX
  • Futures
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • Cryptocurrencies
  • What is the minimum amount you have to invest to open an account with UBS Wealth Management?

    The minimum amount to open an account with UBS Wealth Management is 10000. The median account with UBS Wealth Management has $500,000 under management.

    How does UBS Wealth Management compare to other wealth management companies?

    Pros & Cons of UBS Wealth Management
    Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Wide selection of wealth management services offered.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • No soft dollar benefits for the firm.
  • Mobile friendly experience.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Due to side by side management with accounts that have different fee structures, Advisors may have incentive to favor clients paying higher fees.
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    Availability

    Alaska Alabama Arkansas Arizona California Colorado Connecticut Washington, D.C. Delaware Florida Georgia Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington Wisconsin West Virginia Wyoming
      Available in 47 states and Washington, D.C.
    • Alabama
    • Alaska
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Washington, DC
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Maryland
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming

    Feature Breakdown

    Management / Advisory Fee Up to $250,000
    Median Account $500,000
    Minimum Account $10,000
    U.S. AUM (billions) $496
    Investment Vehicles
    • Global indirect investments
    • Real estate securities
    • Separate accounts
    Wealth Management Expertise
    • Investing Advice
    • Tax Planning
    Wealth Management Services Offered
    • Cash management
    • Estate Planning
    • Investment Advice
    • Tax Planning

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