Roberto Isasi is a CFP-designated registered investment advisor at Portfolio Resources Advisor Group, INC., based in Weston, FL, with 19 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 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
PRAG offers investment management through wrap-fee and non-wrap-fee programs.
Wrap-Fee Program:
- Fees will not exceed 2.75% annually on the first $1 million of your portfolio, 2.50% on the next $4 million, and 2.25% on amounts above $5 million. This fee covers the portfolio manager, platform fees, transaction costs, and PRAG's advisory fee. Minimum fees vary depending on the specific program and sub-manager, typically between $100-$500 annually.
Non-Wrap-Fee Program:
- Fees are up to 1.75% annually on the first $1 million of your portfolio and up to 1.50% on the next $4 million. Fees are negotiable above $5 million. This fee includes the cost of sub-managers and platform fees, but does not include billing and reporting fees or custodial transaction costs.
Location
Weston, FL
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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.
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Roberto is a partner/director at Unikemia, SL, a professional education company, and a member/manager at Uster Advisors LLC, a management consulting firm, dedicating minimal time to each. He also volunteers with AARP, spending minimal time as a speaker or support staff at events.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Portfolio Resources Group, INC.
Portfolio Resources Group, INC.Broker
Previous Registrations
Davivienda Advisors
Amerant Investments, INC.
Amerant Investments, INC.Broker
State Registrations2 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.