Ruben Morfin
Ruben Morfin is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 19 years of industry experience. Ruben 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Criminal
May 1979Criminal
November 1975Other Business Activities
Ruben is a board member and on the finance committee for Media Arts Center San Diego since January 2023. He dedicates minimal time to providing general guidance and advice to management, but does not provide financial advice or make financial decisions.
Employment History
Current Registrations
Private Portfolio of San Diego
Private Portfolio, INC.
Private Portfolio, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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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