Rafael Porras is a CFA-designated registered investment advisor at Pioneer Family Office, LLC, based in North Miami Beach, FL, with 6 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 197 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pioneer Family Office charges an advisory fee based on the value of your investments. The fees generally range from 0.50% to 1.25% per year, depending on the amount you invest, the potential for combining multiple accounts, the complexity of the accounts, and the time PFO anticipates spending on the relationship. Lower fees may be negotiated based on individual circumstances.
Location
3323 NE 163rd St., Suite 604, North Miami Beach, FL, 33160
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pioneer Family Office, LLC
State Registrations1 state
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