Aaron Katsman is a registered investment advisor at Portfolio Resources Advisor Group, INC., based in Coral Gables, FL, with 21 years of industry experience. Aaron 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
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
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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
Aaron is a registered representative and President of Lighthouse Capital LTD, dedicating significantly more than full-time hours to this role. He is also an author, chairman of a synagogue, board member of a non-profit, councilman, and a columnist for the Jerusalem Post, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Portfolio Resources Group, INC.Broker
Previous Registrations
America Israel Investment Associates, LLC
State Registrations15 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.