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UBS Financial Services Inc. 1000 Harbor Boulevard Weehawken, NJ 07086 201-352-3000 http://financialservicesinc.ubs.com SEC File Number 801-7163 March 31, 2014 Discretionary Programs UBS Managed Portfolio.

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Not meeting the requirement can result in installation problems or performance problems. RAM • 2GB • 4GB • 4GB • 8GB Hard Disk • 800 MB for program installation. Screen Display • Resolution: 1024 x 768 or above. 32-bit High Color or above.

Finder's fees. Our Financial Advisors may receive “finder's fees” from certain mutual fund companies, up to 1.00% of sales of a particular mutual fund. Generally, these finder's fees offset other fees payable to UBS Financial Services Inc. by the client purchasing the particular mutual fund.

To open an account with PWM, clients must generally have a minimum of $10 million in investable assets. Our target client base includes high-net-worth families and their family entities as well as certain institutional accounts.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.

UBS is targeting individuals with between $250,000 and $2,000,000 to invest, a demographic that is seen by analysts as having more growth potential than high net worth people, who have more than $2 million in liquid assets.

Minimum initial deposit of $1,000. Five (5) free withdrawals each month. After that, withdrawals are $25 each (may reduce earnings).

Fees Under UBS Wealth Management For most UBS investment programs, the maximum annual fee is 2.50% of assets under management. This maximum rate applies to both the UBS Managed Portfolio Program and to UBS non-discretionary programs. Other programs may have higher or lower annual rates, however.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232