Daniel Grover
Daniel Grover is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Walnut Creek, CA, with 30 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
1255 Treat Blvd, Suite 1000, Walnut Creek, CA, 94597
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Regulatory History (1)
Customer Dispute
October 2004Other Business Activities
Daniel is a member of the board of directors for Lafayette Partners in Education, a non-profit organization supporting local public schools. He participates in school fundraising, audit, and investment committees.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
M Holdings Securities, INC.Broker
Emerson Equity LLCBroker
Astera Financial Group, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Olde Discount CorporationBroker
State Registrations38 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.