Daniel Dean

Best-in-State · rank 65 · Birmingham, Alabama · listed firm: UBS Wealth Management

Identity & firm

Firm — UBS Wealth Management (high)
- “UBS Wealth Management” — forbes_shook
Parent company — UBS Group AG (high)
- “UBS is a major global Swiss bank with integrated wealth management operations” — firm_official
Firm type — wirehouse (high)
- “UBS Wealth Management operates as a bank holding company with integrated wealth management services” — firm_official
Team name — gap: not_found_after_search
Team size — gap: not_found_after_search
CRD — gap: not_found_after_search
Years experience — gap: not_found_after_search
Designations — gap: not_found_after_search

Team AUM ($M) — 2900 (high)
- “Team Assets (Custodied): $2.9B” — forbes_shook
Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
Typical client net worth ($M) — 2.25 (high)
- “Typical Net Worth of Relationships: $1.5-3M” — forbes_shook
Client niche — gap: not_found_after_search
Custodians — not_applicable (high)
- “UBS Wealth Management is a wirehouse (bank holding company), not an independent RIA” — firm_official
Fee model — not_public (medium)
- “UBS Wealth Management fee structures vary by account type and service level” — firm_official