Susan Disdier is a registered investment advisor at Ucap Americas, based in Miami, FL, with 25 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 178 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCAP Asset Management charges an annual fee based on a percentage of the value of your investments. The fees are negotiable, but cannot exceed 2% annually. Some advisors use a tiered fee schedule, while others charge a flat percentage. Fees are calculated monthly and billed quarterly.
Location
1221 Brickell Avenue, Suite 2040, Miami, FL, 33131
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Regulatory History (1)
Employment Separation After Allegations
May 2021Other Business Activities
Susan is a registered representative at UCAP Securities, LLC and an Investment Advisor Representative at UCAP Asset Management LLC. She also owns Sudis Advisors Inc., a company created to receive her remuneration from UCAP Asset Management LLC, requiring minimal time.
Employment History
Current Registrations
Ucap Americas
Ucap Americas
Ucap AmericasBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
State Registrations3 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.