UBS Wealth Management USA
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| 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 are available in 47 states (and Washington, DC).
UBS Wealth Management USA Pros & Cons
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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.| Description | |
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| 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:
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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.
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These are the investment options UBS Financial Services Inc offers its clients.
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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.Contact
- Headquarters
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1285 Avenue of the Americas
New York, NY 10019 - (212) 713-2000
- Visit Site
- Email Support
Other Services by UBS Financial Services Inc
Availability
- Alabama
- Alaska
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- 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
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Feature Breakdown
| Fee Model |
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| Management / Advisory Fee | Up to $250,000 |
UBS Wealth Management USA Community Reviews
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