| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Antonio is the President of Portfolio Resources Advisor Group, Inc., an investment advisor, dedicating about half of his time to supervision, portfolio management, administrative, and compliance duties. He also serves as President of the Board for Investment Resources Int'l Inc, spending minimal time providing administrative services.