Douglas Alan Goldstein
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Fees are negotiable.
Fee Estimator
PRAG charges an annual wrap fee based on the assets in the account. The fee covers the cost of the portfolio manager, platform fees, transaction costs, and the advisor fee. The annual management wrap fees will not exceed the rates listed in the table above. Minimum fees on wrap-fee programs vary depending on the specific Program and Sub-Manager with ranges typically between $100-$500 annually. All fees may be subject to negotiation.
Areas of Practice
Advisor Information
Office location
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
Get directionsRegulatory 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
Douglas is involved in several business activities, including financial consulting and planning, serving the non-investment needs of wealthy clients, and owning a print-on-demand publishing company. He also lectures, writes for the Jerusalem Post, and is the author of several books.