Ivan Magalit is a registered investment advisor at United Brokerage Services INC, based in Hiram, GA, with 8 years of industry experience. Ivan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,390 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.
Location
56 Hiram Dr, Hiram, GA, 30141
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
Ivan works as a management consultant for Ascend Behavior Consultants, LLC, dedicating about 10-20% of his time. He is also the co-founder of The A.U.T Initiative, a non-profit organization, where he spends minimal time in management consulting.
Employment History
Current Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
- Brandon Courson, CFPEdward Jones