Douglas Goldstein
Douglas Goldstein is a CFP-designated registered investment advisor at Portfolio Resources Advisor Group, INC., based in DN North Yehuda, with 32 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 349 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Rates reflect the non-wrap fee management schedule. Wrap-fee program annual fees reach up to 2.75% for the first $1M, 2.50% for the next $4M, and 2.25% above $5M. Fees are negotiable.
Fee Estimator
Location
Luleem Business Center #1/19, Kfar Etzion, DN North Yehuda, 9091200
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Douglas is involved in several business activities, including financial consulting and planning, serving the non-investment needs of wealthy clients, and owning a print-on-demand publishing company. He also lectures, writes for the Jerusalem Post, and is the author of several books.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Portfolio Resources Group, INC.Broker
Previous Registrations
America Israel Investment Associates, LLC
Investacorp, INC.Broker
Oscar Gruss & Son, IncorporatedBroker
Hudson Sloane & CO., L.L.C.Broker
Dean Witter Reynolds INC.Broker
State Registrations10 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.
Exams
More Advisors
- Roberto Isasi, CFPPortfolio Resources Advisor Group, INC.
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