Portfolio Resources Advisor Group, Inc.
4000 PONCE DE LEON BLVD STE 670, Coral Gables, Florida 33146
SEC CRD#144601
Last ADV filed: 10/17/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Fee-Only Verified
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
AUM-Based Fee2.75%of assets under management
Flat Fee$100-$500 annuallyper year
Compensation methods:
Percentage of AUMHourly feesFixed fees
Disciplinary Disclosures
This firm has 2 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.