RM
RM

Ryan Mcgovern

11 Years of Experience
West Palm Beach, FL
Broker

Ryan Mcgovern is a registered investment advisor at UBS Financial Services INC., based in West Palm Beach, FL, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

525 Okeechobee Blvd, Suite 1500, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan is a sole proprietor and landlord of a condo since 2014. The condo has a 3-year lease with rental payments escalating yearly, and requires minimal time.

Employment History
Current Registrations
UBS Financial Services INC.
July 2017 - Present · 8 yrs 10 mos
UBS Financial Services INC.
July 2017 - Present · 8 yrs 10 mos
UBS Financial Services INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Morgan Stanley
August 2014 - July 2017 · 2 yrs 11 mos
Morgan StanleyBroker
July 2014 - July 2017 · 3 yrs
State Registrations33 states
AKALAZCACOCTDEFLGAILINMAMDMEMIMOMTNCNHNJNVNYOHORPARISCTNTXUTVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ryan Mcgovern - Financial Advisor | TrueAdvisor