GC

Gustavo Guillermo Degwitz Cosson

11 Years of Experience

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
Loading...

Advisor Information

Office location

Av. Circunvalacion Del Sol, Centro Prof. Sta.Paula, Torre A, Piso 1, Oficina 12, Caracas

Get directions
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.

Learn about disclosures →
Other Business Activities

Gustavo works as a consultant for Selected Assets Management Co, providing advisory services for foreign clients regarding various assets and investments since 2013. This takes about a quarter of his time, with minimal time spent during trading hours.

Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
November 2020 - Present · 5 yrs 2 mos
Portfolio Resources Group, INC.
January 2014 - Present · 12 yrs
Portfolio Resources Group, INC.Broker
January 2014 - Present · 12 yrs
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.