Ricardo Llanos is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 29 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, High Net Worth, Investment Management. Their firm serves 93 clients with $92M 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 may be discounted or negotiated at PPI's discretion.
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 →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
Private Portfolio, INC.
Private Portfolio, INC.Broker
Previous Registrations
Insight Securities, INC.
Precise Investment Management, LLC
Insight Securities, INC.Broker
Private Portfolio of San Diego, INC.Broker
Inverworld Securities, INC.Broker
State Registrations2 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.