Evolution Wealth Advisors

Wealth Management Firm in Aventura, FL

Firm Info
Address: 20900 NE 30th Ave #517, Aventura, FL 33180, USA
Phone: (305) 921-4740

Firm Size
Assets Under Management: $899.7 million
# of Advisors: 5
# of Clients: 372
Client to Advisor Ratio: 74:1
Average Account Size: $2.4 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Evolution Wealth Advisors, LLC Overview

EVOLUTION WEALTH ADVISORS, LLC is a Fee Only registered investment advisory firm that has been in business since 2017. With headquarters in Aventura, FL, the firm offers investment advice only and provides a range of services to both individuals and businesses. For individuals and small businesses, the firm specializes in portfolio management, helping clients to build and maintain investment portfolios that align with their financial goals. The firm also offers portfolio management services to larger businesses and institutional clients. One of the unique services that sets EVOLUTION WEALTH ADVISORS, LLC apart from other investment advisory firms is its selection of other advisors. This service allows clients to gain access to a wider range of investment options and expertise, expanding their investment horizons. In addition to these services, the firm also offers research and advice to foreign offshore funds, helping clients to navigate international investment opportunities. EVOLUTION WEALTH ADVISORS, LLC also provides consolidation services to help clients streamline their investment portfolios and simplify their financial lives. Overall, EVOLUTION WEALTH ADVISORS, LLC is a trusted investment advisory firm that offers comprehensive services to clients seeking expert investment advice. With a focus on portfolio management and access to a wide range of investment options, the firm is well-equipped to help clients achieve their financial goals.

EVOLUTION WEALTH ADVISORS, LLC serves a diverse range of clients including high net worth individuals, pension or profit sharing plans, and other types of corporations. With a focus on wealth management, the firm provides innovative solutions to help clients achieve their financial goals. The team at EVOLUTION WEALTH ADVISORS, LLC understands that every client has unique financial needs, which is why they personalize each investment strategy to match individual goals and objectives. As for the fee structures, EVOLUTION WEALTH ADVISORS, LLC offers various models depending on the services provided. The percentage of AUM (assets under management) model is popular among clients who want their advisor to manage their assets actively. An hourly fee structure is suitable for clients who require occasional advice on specific financial issues. Fixed fees are suitable for clients who need regular consultations and ongoing financial planning services. The team at EVOLUTION WEALTH ADVISORS, LLC takes great pride in offering transparent and reasonable fee structures that provide value for money by helping clients make informed financial decisions.

Typical Clients, Fee Structures & Investment Minimum

According to Evolution Wealth Advisors, LLC's Part 2 Brochure, there is no specific note about investment minimums mentioned. Therefore, it is unclear what the firm's investment minimum is. Potential clients may need to contact the firm directly to inquire about their investment minimums.

How This Office Can Help Aventura, FL Residents

Evolution Wealth Advisors is a boutique financial planning firm that specifically caters to the unique needs of individuals and families in Aventura, FL. The firm offers a range of financial planning services, from retirement planning to investment management to estate planning, all with the aim of helping clients achieve their financial goals. One of the challenges facing residents of Aventura, FL is the high cost of living. Many locals struggle to balance their expenses with their income, especially considering factors like property taxes and insurance. Evolution Wealth Advisors works with clients to create comprehensive financial plans that take into account these factors and more, helping them make informed choices about their investments and other financial decisions. Additionally, given Aventura's large population of retirees, the firm provides specialized guidance on retirement planning and social security optimization, ensuring that clients are able to enjoy a financially secure retirement. Overall, Evolution Wealth Advisors offers personalized guidance designed to address the unique needs of residents of Aventura, FL, helping them achieve a better financial future.

To view the Minimum Investment and Fee Schedule for Evolution Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Evolution Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Evolution Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 20900 NE 30th Ave #517, Aventura, FL 33180, USA
Phone (305) 921-4740
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Evolution Wealth Advisors, LLC is registered to service clients in the following states:

  • Florida
  • Texas

Disciplinary History

Evolution Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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