Stephen
Foster
Portfolio Resources Advisor Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Foster is a certified financial planner and chartered financial consultant based out of Miami, Florida with a total of 10 years of industry experience. Foster is currently employed by Portfolio Resources Advisor Group, Inc. Their career trajectory has included roles at Foster Financial Services, Portfolio Resources Group, Inc and Portfolio Resources Advisor Group, Inc. Foster is able to serve investors in Florida. Portfolio Resources Advisor Group, Inc is a registered investment company based out of Miami, FL. It has offices in 10 locations and a total of 15 advisors. It oversees $99 million in assets under management across its 456 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 456 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. Portfolio Resources Advisor Group, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which service is offered. Fees billed by Portfolio Resources Advisor Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Portfolio Resources Advisor Group, Inc Brokerage Details
$99,018,339
15
456
$217,145
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephen Foster Work History
Stephen has been registered as a financial advisor for 10 years.*
Portfolio Resources Advisor Group, Inc
Portfolio Resources Group, Inc
Foster Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portfolio Resources Advisor Group, Inc
Caracas,
Miami, FL
Piso 10 Chacao Caracas,
Piso 10 Chacao Caracas,
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
