Daniel Barba is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 41 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable or discounted at the firm's discretion. Older client relationships may be on different fee schedules.
Fee Estimator
Location
7816 Ivanhoe Ave. Ste #10, La Jolla, CA, 92037
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Private Portfolio of San Diego
Private Portfolio, INC.Broker
Previous Registrations
Arka Securities INC.Broker
Sutro & CO. IncorporatedBroker
Investment Placement GroupBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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