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Ricardo Emerich

Private Portfolio of San Diego
25 Years of Experience
La Jolla, CA
1 DisclosureBroker
View SEC Summary
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Ricardo Emerich is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 25 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

7816 Ivanhoe Ave. Ste #10, La Jolla, CA, 92037

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ricardo is an employee and part owner of Integra Consulting, LLC, selling risk management software, and spends minimal time on Rica Holdings, SA DE CV, a holding company. He also provides investment options in hedge funds through Man Investments, works as a commodities futures broker for Coquest Inc., and refers clients for investment outside the USA, Mexico, and Europe through Summa Asset Management Corp.

Employment History
Current Registrations
Private Portfolio of San Diego
November 2022 - Present · 3 yrs 11 mos
Private Portfolio, INC.
July 2022 - Present · 4 yrs 3 mos
Private Portfolio, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Titleist Asset Management, LTD.Broker
January 2014 - July 2022 · 8 yrs 6 mos
Argentus Securities, LLCBroker
March 2010 - January 2014 · 3 yrs 10 mos
Base Securities, LLCBroker
December 2004 - November 2010 · 5 yrs 11 mos
Banorte Securities International, LTD.Broker
February 2003 - June 2004 · 1 yr 4 mos
Cambridge Group Investments, LTD.Broker
August 2000 - June 2002 · 1 yr 10 mos
State Registrations2 states
CATX
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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