Andrea Nogueroles
Andrea Nogueroles is a registered investment advisor at Portfolio Resources Advisor Group, INC., based in Piso 10, Chacao Caracas, with 4 years of industry experience. Andrea 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
Av. Francisco de Miranda, entre Av. Los Cortijos y, Urb. Campo Alegre, Torre BNC, Edif. Sede El Rosal, Piso 10, Chacao Caracas
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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
Andrea provides consulting services for Venezuelan clients through Latin American Holdings Inc, dedicating about 10-20% of her time. She also serves as a board member of Banco Sofitasa, spending minimal time attending board meetings in a passive role.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Portfolio Resources Group, INC.
Portfolio Resources Group, INC.Broker
State Registrations4 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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