Guides › Financial Advisor Fees
Updated September 17, 2026. Quick answer: UBS discloses a maximum, individually negotiated rate of 2.5% in its UBS Financial Services Inc. Form ADV Part 2A Brochure (PMP/AAP fee schedule) (March 31, 2026). Converted to dollars, that runs $12,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
UBS fee schedule 2026 (published maximum)
This schedule comes from the UBS Financial Services Inc. Form ADV Part 2A Brochure (PMP/AAP fee schedule), dated March 31, 2026, the same filing cited under Sources below.
From the UBS Financial Services Inc. Form ADV Part 2A Brochure (PMP/AAP fee schedule) (March 31, 2026): “UBS Investment Advisory Fee Schedule, Maximum Fee: All Assets and strategy types (Equity, Balanced and Fixed Income Accounts): 2.50%.”
The published ceiling: 2.5% per year, maximum.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,250 | 2.50% |
| $500,000 | $12,500 | 2.50% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $50,000 | 2.50% |
UBS’s core retail advisory programs (Portfolio Management Program, Advisor Allocation Program) disclose a flat 2.50% maximum, negotiable rate rather than a published breakpoint table. UBS does publish a genuine tiered dollar schedule for Institutional Consulting, but that program requires a $5,000,000 minimum and is not representative of a typical account.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, UBS’s own published maximum rate runs up to $12,500 a year.
Thinking about leaving UBS instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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Source: WiserAdvisor’s service descriptionSources
- UBS Financial Services Inc. Form ADV Part 2A Brochure (PMP/AAP fee schedule) (March 31, 2026): https://www.ubs.com/us/en/wealth-management/about-us/disclosure-documents.html
- SEC Investment Adviser Public Disclosure, UBS Financial Services Inc. (CRD #8174): https://adviserinfo.sec.gov/firm/summary/8174
- UBS Financial Services Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/8174/PDF/8174.pdf
Methodology. This page was built September 17, 2026, drawing on UBS’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is UBS a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See UBS’s minimum investment, straight from its own Form ADV Part 2A brochure.
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