The 64 advisors affiliated with UBS who are rated on Millionaire Corner’s Best Financial Advisors service have an overall rating of 4.50 on a five-point scale. More than 2,100 financial advisors are rated by clients on the Millionaire Corner service.
Clients rate their financial advisors on Best Financial Advisors on four categories: overall satisfaction, knowledge and expertise, responsiveness to requests, and recommendations and advice.
Spectrem Group researches overall satisfaction of investors and finds that 82 percent of Ultra High Net Worth investors with a net worth between $5 million and $25 million (Not Including Primary Residence) are satisfied with their advisor’s knowledge and expertise and 84 percent are satisfied in their advisor’s responsiveness to requests for information. Only 75 percent were satisfied with their advisor’s recommendations during the worst parts of the recent recession.
To access the Best Financial Advisors ratings, click here, or on the yellow tab above. You can see all of the ratings or discover if your advisor is on the site. If your advisor is not listed, have them email Eric McDonald at firstname.lastname@example.org.