Gerhard Herrera-Pahl
Gerhard Herrera-Pahl is a registered investment advisor at Evolution Wealth Advisors, LLC, based in Aventura, FL, with 21 years of industry experience. Gerhard 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2018Other Business Activities
Gerhard is a director/manager of Heiz, LLC, a catering company, and a director/managing member of HERPAH LLC, a sub-contracting company for investment related services. He spends minimal time on these activities.
Employment History
Current Registrations
Evolution Wealth Advisors, LLC
Previous Registrations
Bigsur Wealth Management, LLC
Guggenheim Partners Latin America, INC.
Guggenheim Investment Advisors, LLC
State Registrations1 state
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.