Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
337 clients
Average Client Portfolio
$344K average
Assets Under Management
$116.0M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.75%
$500K - $1.0M2.75%
$1.0M - $5.0M2.50%
$5M+2.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aaron is a registered representative and President of Lighthouse Capital LTD, dedicating significantly more than full-time hours to this role. He is also an author, chairman of a synagogue, board member of a non-profit, councilman, and a columnist for the Jerusalem Post, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
August 2011 - Present · 14 yrs 5 mos
Portfolio Resources Group, INC.Broker
November 2004 - Present · 21 yrs 2 mos
Previous Registrations
America Israel Investment Associates, LLC
July 2005 - December 2008 · 3 yrs 5 mos
State Registrations14 states
CACOCTDEFLILINMAMDNJNYORPAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.