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Ricardo Llanos

Private Portfolio of San Diego
30 Years of Experience
San Antonio, TX
Broker
View SEC Summary
View SEC Summary

Ricardo Llanos is a registered investment advisor at Private Portfolio of San Diego, based in San Antonio, TX, with 30 years of industry experience. Ricardo 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.

Private Portfolio of San Diego
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
37 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$50.0M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+0.75%

Fees are negotiable or discounted at the firm's discretion. Older client relationships may be on different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17038 Redland Rd. Suite 115, San Antonio, TX, 78247

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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

Ricardo operates a small organic farm in Brownsville, TX. This activity is not investment-related.

Employment History
Current Registrations
Private Portfolio of San Diego
August 2024 - Present · 2 yrs 2 mos
Private Portfolio, INC.
October 2020 - Present · 6 yrs
Private Portfolio, INC.Broker
October 2020 - Present · 6 yrs
Previous Registrations
Insight Securities, INC.
August 2009 - February 2024 · 14 yrs 6 mos
Precise Investment Management, LLC
August 2007 - August 2009 · 2 yrs
Insight Securities, INC.Broker
October 2004 - September 2020 · 15 yrs 11 mos
Private Portfolio of San Diego, INC.Broker
May 2001 - October 2004 · 3 yrs 5 mos
Inverworld Securities, INC.Broker
May 1996 - May 2001 · 5 yrs
State Registrations2 states
FLTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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