Andrea Nogueroles
Andrea Nogueroles is a registered investment advisor at Portfolio Resources Advisor Group, INC., based in Piso 10, Chacao Caracas, with 4 years of industry experience. Andrea 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
Av. Francisco de Miranda, entre Av. Los Cortijos y, Urb. Campo Alegre, Torre BNC, Edif. Sede El Rosal, Piso 10, Chacao Caracas
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea provides consulting services for Venezuelan clients through Latin American Holdings Inc, dedicating about 10-20% of her time. She also serves as a board member of Banco Sofitasa, spending minimal time attending board meetings in a passive role.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
Portfolio Resources Group, INC.
Portfolio Resources Group, INC.Broker
State Registrations4 states
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