SuperMoney
  UBS Wealth Management USA

UBS Wealth Management USA

in Wealth Management from UBS Financial Services Inc

Unaffiliated

UBS Wealth Management USA

Unaffiliated

in Wealth Management from UBS Financial Services Inc

Net Recommendation Score -100%

SUPERMONEY NET RECOMMENDATION SCORE

-100%

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

Rating not yet determined  

0 users recommend
0 users are unsure
1 user doesn't recommend
Cast your vote

Would you recommend UBS Wealth Management USA to your friends?

Thanks for your vote!

You voted: May or may not recommend

Highlights
Community Rating

Rating not yet determined  

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

UBS Wealth Management USA Review

UBS Wealth Management USA is offered by UBS Financial Services Inc, a financial services company founded in 1998 and based in New York, NY. UBS Wealth Management USA is available in 47 states (and Washington, DC).

UBS Wealth Management USA Pros & Cons
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.
UBS Wealth Management USA FAQ

What wealth management fees does UBS Wealth Management USA charge?

UBS Wealth Management USA 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 USA?

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

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

What are the annual management fees of UBS Wealth Management USA?

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

UBS Wealth Management USA Fees
Description
Investment Expense Ratios N/A
Fee Model
  • Management and/or advisory fee
  • Performance or incentive fees
Management / Advisory Fee Up to $250,000

What wealth management services does UBS Wealth Management USA offer?

Wealth management companies typically offer a wide selection of services. UBS Financial Services Inc 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 USA 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 Financial Services Inc 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 Financial Services Inc 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 USA?

The minimum amount to open an account with UBS Wealth Management USA is 10000. The median account with UBS Wealth Management USA has $500,000 under management.
SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author’s alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.

Contact

Hours of Operation

  • Sunday Closed
  • Monday 8:30am - 7:30pm
  • Tuesday 8:30am - 7:30pm
  • Wednesday 8:30am - 7:30pm
  • Thursday 8:30am - 7:30pm
  • Friday 8:30am - 7:30pm
  • Saturday Closed

Other Services by UBS Financial Services Inc

Availability

  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
U.S. AUM (billions) $496
Minimum Initial Investment $10,000
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

UBS Wealth Management USA Community Reviews

 

Would you recommend UBS Wealth Management USA to your friends?

Before we publish your vote:

Please explain your vote by sharing your experience.

Writing a review increases the credibility of your vote and helps your fellow users make a better-informed decision.

Please write a review to submit your vote
Cancel my vote
(will require moderator approval)

SUPERMONEY NET RECOMMENDATION SCORE

-100%

Recommendation score measures the loyalty between a provider and a consumer. It's at 100% if everybody recommends the provider, and at -100% when no one recommends.

sorted by