United Brokerage Services INC
Assets Under Management
$389.1M
Number of Clients
1,904
Number of Advisors
48
Average Client AUM
$204K
AUM per Advisor
$8.1M
Compensation
Fee-Only (AUM)
About This Firm
United Brokerage Services, Inc. (UBS) is an SEC-registered investment adviser and broker-dealer. They offer various investment advisory products and services through wrap programs sponsored by Wells Fargo Clearing Services (WFC) and Wells Fargo Advisors, LLC (WFA). UBS manages client accounts on a non-discretionary basis.
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
Location
514 Market Street, Parkersburg, WV, 26101