Roberto Isasi
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 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
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.
Learn about disclosures →Other Business Activities
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.
Exams
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