Portfolio Resources Advisor Group manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, trusts, estates, and business entities. The firm offers both bundled wrap-fee programs and non-wrap-fee programs through various third-party management platforms and independent money managers. Services cover retirement planning, tax projections, estate analysis, education funding, and comprehensive investment management. Portfolio Resources Advisor Group tailors its approach to each client's specific financial goals, risk tolerance, and investment restrictions, utilizing active or passive strategies across diverse asset classes.
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.