AS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M
Fee Structure
The fees charged by UBS are established in a client’s written agreement with UBS. UBS will generally bill its fees in advance on a quarterly basis. The standard fee schedule varies for each wrap fee program offered. All fees are subject to negotiation.
Areas of Practice
Investment Management
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Advisor Information
Office location
514 Market Street, Parkersburg, WV, 26101
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ami is the Head of Human Resources and Director of Retail Sales and Service at United Bank. This is a non-investment-related activity.
Employment History
Current Registrations
United Brokerage Services INC
February 1999 - Present · 26 yrs 11 mos
United Brokerage Services, INC Broker
October 1996 - Present · 29 yrs 3 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.