IM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M
Fee Structure
The fees charged by UBS are established in a client’s written agreement with UBS. UBS will generally bill its fees in advance on a quarterly basis. The standard fee schedule varies for each wrap fee program offered. All fees are subject to negotiation.
Areas of Practice
Investment Management
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Advisor Information
Office location
Smyrna, GA
Get directionsRegulatory 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.
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
October 2025 - Present · 3 mos
United Brokerage Services, INC Broker
October 2025 - Present · 3 mos
Previous Registrations
Thrivent Investment Management INC.
October 2024 - October 2025 · 1 yr
Thrivent Investment Management INC. Broker
October 2024 - October 2025 · 1 yr
Thrivent Investment Management INC.
October 2024 - October 2024 · 0 mos
Thrivent Investment Management INC. Broker
October 2024 - October 2024 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - July 2023 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2021 - July 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - February 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2017 - February 2021 · 4 yrs 1 mo
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.