Ricardo Larrazabal
Ricardo Larrazabal is a registered investment advisor at Portfolio Resources Advisor Group, INC., based in Caracas, with 10 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Av. Venezuela, Torre Oriental de Seguros, Piso 1,, El Rosal, Caracas, 1060
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
Ricardo is an Executive Director at Solfin Casa De Bolsa, a Venezuelan Securities Brokerage Firm, since 2003. He spends about 10-20% of his time supervising accounting and administrative duties.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Previous Registrations
Portfolio Resources Group, 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
More Advisors
- Roberto Isasi, CFPPortfolio Resources Advisor Group, INC.
- Douglas Goldstein, CFPPortfolio Resources Advisor Group, INC.
- Eduardo Marquez, CFAPortfolio Resources Advisor Group, INC.