Eduardo Marquez is a CFA-designated registered investment advisor at Portfolio Resources Advisor Group, INC., based in Caracas, with 10 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 349 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PRAG offers investment management through wrap-fee and non-wrap-fee programs.
Wrap-Fee Program:
- Fees will not exceed 2.75% annually on the first $1 million of your portfolio, 2.50% on the next $4 million, and 2.25% on amounts above $5 million. This fee covers the portfolio manager, platform fees, transaction costs, and PRAG's advisory fee. Minimum fees vary depending on the specific program and sub-manager, typically between $100-$500 annually.
Non-Wrap-Fee Program:
- Fees are up to 1.75% annually on the first $1 million of your portfolio and up to 1.50% on the next $4 million. Fees are negotiable above $5 million. This fee includes the cost of sub-managers and platform fees, but does not include billing and reporting fees or custodial transaction costs.
Location
Oficina D-42 Edif Centro Banaven, Municipio Chacao Del Estado Miranda, Caracas, 1060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eduardo works as a consultant for BBO Capital Partners LLC, providing advisory services for business development and financial statement analysis. This takes about a quarter of his time.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Portfolio Resources Group, INC.Broker
State Registrations7 states
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