Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $588.2 billion
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
- Stated Minimum Account Size
- $50,000,000
Fee Disclosure
Source: UBS AM (AMERICAS) LLC - UBS AM FORM ADV PART 2A (2025-03-31)
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Latest filing: UBS AM (AMERICAS) LLC - CIG FORM ADV PART 2A (2026-03-31)
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Latest filing: UBS AM (AMERICAS) LLC - GRA AMERICAS FORM ADV PART 2A (2026-03-31)
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Latest filing: UBS AM (AMERICAS) LLC - UBS AM FORM ADV PART 2A (2026-03-31)
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Latest filing: UBS AM (AMERICAS) LLC - UGA FORM ADV PART 2A (2026-03-31)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | Below minimum client size | |
| $50 million | $1,250,000 | 2.50% |
| $100 million | $2,500,000 | 2.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 17.88%
- Number of High-Net-Worth Clients
- 88,963
- Total Client Accounts
- 433,784
- Discretionary Accounts
- 433,738
- Non-Discretionary Accounts
- 46
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 106838
- UBS AM (AMERICAS) LLC - CIG FORM ADV PART 2A (2026-03-31) · View brochure text
- UBS AM (AMERICAS) LLC - GRA AMERICAS FORM ADV PART 2A (2026-03-31) · View brochure text
- UBS AM (AMERICAS) LLC - UBS AM FORM ADV PART 2A (2026-03-31) · View brochure text
- UBS AM (AMERICAS) LLC - UGA FORM ADV PART 2A (2026-03-31) · View brochure text
- UBS AM (AMERICAS) LLC - UBS AM FORM ADV PART 2A (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗