Evolution Wealth Advisors (EWA) offers investment advice and portfolio management services to high-net-worth individuals, family offices, corporations, and foundations. EWA manages investments through separately managed accounts, using model portfolios of ETFs, mutual funds, bonds, and equities. Services are offered through wrap fee and non-wrap fee accounts. EWA also offers non-discretionary consulting services and consolidation services.
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.