AM
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
2071 Chain Bridge Road, Vienna, VA, 22182
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
Andrew works as a Senior Trust Advisor at United Bank in McLean, VA, since 2006. This role takes about a quarter of his time.
Employment History
Current Registrations
United Brokerage Services INC
January 2007 - Present · 19 yrs
United Brokerage Services, INC Broker
January 2007 - Present · 19 yrs
Previous Registrations
Bb&t Investment Services, INC.
November 2005 - December 2006 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
July 2005 - December 2006 · 1 yr 5 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.