Evian Clutch
Evian Clutch is a registered investment advisor at UBS Financial Services INC., based in Coral Gables, FL, with 20 years of industry experience. Evian 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
4225 Ponce De Leon Blvd, Suite 600, Coral Gables, FL, 33146
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business Activities
Evian is a partner in Eagles New Generation LLC, a family business specializing in the online distribution of health and wellness products as independent distributors of the Shaklee brand. Evian dedicates minimal time to this non-investment-related business, focusing on product education and promoting an online wellness community.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Popular Securities, INC.Broker
State Registrations7 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
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