Guides › Financial Advisor Fees
Updated September 18, 2026. Quick answer: $25,000 for Portfolio Management Program (PMP). UBS’s own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, UBS’s own published fee schedule works out to $625 a year.
The minimum, in the firm’s own words
“$25,000 in eligible assets”
On waivability: “We reserve the right, in our sole discretion, to institute special pricing features, change account minimums for new accounts, impose higher account minimums for certain strategies or portfolios that may be offered from time to time, terminate accounts that fall below the minimum account value requirements, or require that additional cash or securities be deposited to bring an account up to the required minimum.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Portfolio Management Program (PMP) | $25,000 | $625 | Partially, at the firm’s discretion |
| Source: UBS Financial Services Inc. Form ADV Part 2A Brochure (PMP/AAP fee schedule), March 31, 2026 | |||
Applies PMP’s disclosed 2.50% flat ceiling to the $25,000 minimum.
UBS’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, UBS’s own published fee schedule runs up to $12,500 a year (the published maximum); see the full dollar breakdown from UBS’s own fee disclosure across several account sizes.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See what it costs to leave UBS, or read the general mechanics of switching financial advisors.
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- 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 18, 2026, quoting directly from UBS’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full UBS review, including its fiduciary status and what it costs to leave.
Comparing UBS against other options? See UBS alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.