MG
MG

Matthew Govern

26 Years of Experience
Timonium, MD
1 DisclosureBroker

Matthew Govern is a registered investment advisor at Ameriprise Financial Services, LLC, based in Timonium, MD, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9515 Deereco Rd, Ste 303, Timonium, MD, 21093-2116

Get directions

History

Regulatory History (1)
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Judgment / Lien
September 2007
Other Business Activities

Matthew is the President of Mc Govern, serving on the Board of Directors. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2005 - Present · 21 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2005 - Present · 21 yrs 1 mo
Ameriprise Financial Services, LLC
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Eagle Strategies CORP
February 2003 - October 2004 · 1 yr 8 mos
Nylife Securities INC.Broker
October 2002 - September 2005 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
May 2000 - July 2002 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
May 2000 - July 2002 · 2 yrs 2 mos
American Express Financial Advisors, INC.
April 2000 - July 2002 · 2 yrs 3 mos
State Registrations6 states
DEFLMAMDPASC
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.
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