William Murman
William Murman is a registered investment advisor at UBS Financial Services INC., based in Rocky River, OH, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
18500 Lake Road, Suite 400, Rocky River, OH, 44116
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
August 2008Other Business Activities
William is a partner in Murman Properties, LLC, investing in real estate since 2005. He also serves on the board of directors for the Diabetes Partnership of Cleveland and the Collaborative to End Human Trafficking.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Mcdonald & Company Securities, INC.Broker
Everen Securities, INC.Broker
Prescott, Ball & Turben, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.