Evian Clutch

19 Years of Experience

Miami, FL

1 DisclosureBroker

Evian Clutch is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 19 years of industry experience. Evian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Citigroup Global Markets INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

2418 advisors

Number of Clients

56,938 clients

Average Client Portfolio

$823K average

Assets Under Management

$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

View Full SEC Brochure

Location

Miami, FL

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2010

Award / Judgment

View Full SEC Report How to Read Disclosures

Other 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.