Glen Strauss
Glen Strauss is a registered investment advisor at Evolve Private Wealth, LLC, based in Los Angeles, CA, with 42 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 679 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolve Private Wealth charges a fee based on the value of your portfolio. The specific percentage can vary up to 1.50% annually, depending on the complexity of your situation, the amount you invest, and the overall relationship with Evolve. Fees are paid monthly, in advance. If Evolve recommends using independent investment managers, the total fee you pay (including Evolve's fee and the independent manager's fee) will not exceed 3.00% annually.
Location
10877 Wilshire Boulevard, Suite 1406, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
October 1993Other Business ActivitiesSells Insurance
Glen is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time to this activity. He is also a managing member of 556 Investments, LLC, a holding company with ownership in SLK Private Wealth Management, LLC, and spends minimal time on this.
Employment History
Current Registrations
Evolve Private Wealth, LLC
Previous Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations2 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.