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

450 Foxcroft Avenue, Martinsburg, WV, 25401

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Regulatory 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.

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Employment History
Current Registrations
United Brokerage Services INC
August 2006 - Present · 19 yrs 5 mos
United Brokerage Services, INC Broker
December 2005 - Present · 20 yrs 1 mo
State Registrations24 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Kyle Stewart - Financial Advisor | AdvisorDiscover