United Brokerage Services (UBS) is a registered investment advisor and broker-dealer. UBS offers various investment advisory products and services through wrap programs sponsored by Wells Fargo Clearing Services (WFC) and Wells Fargo Advisors, LLC (WFA). These programs provide a single fee to cover advisory services, transaction costs, custody, and trading. UBS also offers access to professional money managers through the Private Advisors Network.
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.