Susana Gross
Susana Gross is a registered investment advisor at Evolution Wealth Advisors, LLC, based in Aventura, FL, with 7 years of industry experience. Susana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 354 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWA offers both wrap and non-wrap fee programs for investment management.
For non-wrap fee accounts, fees are negotiable and can be up to 0.80% of the assets managed.
For wrap fee accounts, fees are a percentage of assets managed, up to 1.25% for international clients and 0.95% for US clients. These fees are negotiable for clients with over $10,000,000 managed by EWA.
EWA also recommends investments in Private Funds, charging a management fee calculated as a percentage of the invested capital. The maximum fee is 1.25% for international clients and 1.00% for US clients. EWA may also receive a portion of the performance fee charged by the Fund Manager.
Location
20900 NE 30th Avenue, Suite 517, Aventura, FL, 33180
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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 ActivitiesSells Insurance
Susana is an independent agent offering and selling life insurance since 2016, dedicating nearly full-time hours to this activity. She also works as a solicitor for AV Securities, spending about a quarter of her time soliciting advisory clients.
Employment History
Current Registrations
Evolution Wealth Advisors, LLC
State Registrations1 state
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