Assets Under Management
$116.0M
Number of Clients
337
Number of Advisors
12
Average Client AUM
$344K
AUM per Advisor
$9.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
PRAG offers managed account solutions (wrap-fee programs) through third-party money managers and platforms like Envestnet and FAFN. They develop investment programs based on client goals. Programs include SMAs, UMAs, and ETF/Mutual Fund wraps. Clients grant discretionary authority to IARs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146