EM
CFA
EM
CFA

Eduardo Elias Valera Marquez

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
337 clients
Average Client Portfolio
$344K average
Assets Under Management
$116.0M

Fee Structure

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

Total wrap-fee is negotiable.

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

Oficina D-42 Edif Centro Banaven, Municipio Chacao Del Estado Miranda, Caracas, 1060

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History

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

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.
April 2025 - Present · 10 mos
Portfolio Resources Group, INC.Broker
January 2016 - Present · 10 yrs 1 mo
State Registrations7 states
DEFLNCNYPRTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.