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WE were appalled regarding the fees to manage and liquidate our mutual funds. PLEASE check carefully before investing with this company. WE lost a substantial amount of money compared to the other firms we were invested in. We closed out accounts in several firms due...
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#797450
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The lied and said that they where coming so i waited outside all day then I check on amazon and it said they had already delivered it a whole day gone wasted and for what . not a thing they did not even drive by house they just lied for the heck of it. I mean they...
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Anonymous
ed

I think you are confusing UBS and UPS

#794363
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Just paid 1500 francs on a 60'000 franc investment. FTSE 100 Company in and out that rose a quid,,,,,,,,Still LOST money! It's all coming out of that account now no matter what. Disgusting. Morally wrong also. Break even would have been fine, but the share ROSE...
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#745353
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I'm a CPA and CFO and had the misfortune of placing trust in this UBS office and especially the advisor Craig Brass whom it took me time to really understand. Brass was able to manipulate me into recommending him clients and even taking control of my companies 401k...
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1.0
I didn't like
  • Advisor craig brass
#720794
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I have a company stock account that recently got rolled into a personal account with a "Wealth Growth Advisor". I decided to consolidate about six brokerage accounts and wanted to close this one. They have been giving me the run around for about 6 weeks. That is,...
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Anonymous
Anonymous

I am having the same difficulty. UBS has procedures that make it extremely difficult to get at your own money. My warning: DO NOT USE UBS advisers

2.0
#703950
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Been trying to get my 401 9 months first three company i worked for said i had to wait until April 30th then they go bankrupt and i find out these guys have in Washington Jason 2064472465 is his name and he puts me off for a month try calling and he is never their. So...
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#644582
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I held an 300,000.00 account for many years until the 150.00 fee wasn't worth it. Moved to Scottrade. 7.00 trades are great. Then I inherited dads account and since we didn't trade much UBS wanted a 1.5% yearly fee which would be about 15,000.00 yearly fee for 1...
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#607628
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I checked in with my stock advisor to see what my stocks were worth a couple of days ago, and I was happy to know the value. So 2 days later I call him to liquidate everything, and he says not a problem, and says you'll be selling this many of each stock and that was...
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I didn't like
  • Lack of advice
#587712
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Account setup where advisor could buy and sell without always notification, and account also moderate risk with ease of getting out due to volatile market. Advisor in Lake Oswego Oregon purchased energy stocks back in June 2014 and set on them until December 2014 and...
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#587452
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I have been with UBS formerly Paine Weber for 15 years with a IRA. Once my original account manager retired I have heard nothing from the company but each year a annual maintenance fee has been going up. it is now $170 per year. I have been to if I transfer the...
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#581486
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