UBS Financial Services Inc. provides customized financial planning services designed to help clients assess their financial situation and pursue long-term objectives. The service is a collaborative experience tailored to personal goals and customized to the complexity of financial circumstances. The process includes understanding goals, gathering information, analyzing the situation, developing recommendations, and reviewing progress. Financial planning topics may include retirement planning, education funding, and strategies for meeting other goals, as well as resources review, insurance planning, employee equity benefits planning, tax considerations, and estate and legacy planning.
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
