Matthew Goward is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Boston, MA, with 11 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
One Post Office Square, Boston, MA, 02109
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is a board member and treasurer for the Sipson Island Trust, a land trust focused on ecological habitat preservation, dedicating minimal time. He also speaks to the Massachusetts Coalition of Land Trusts about financial best practices for land trusts.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations20 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.
Exams
More Advisors
- Rafael WilliamsonUBS Financial Services INC.
- Maria Maramag, CFPUBS Financial Services INC.
- Sean DillonUBS Financial Services INC.
- Christopher ShermanUBS Financial Services INC.
- Daniel GurianUBS Financial Services INC.
- Michael CotterUBS Financial Services INC.