Private Portfolios provides financial planning and asset management services. Financial planning includes investments, tax planning, asset allocation, risk management, and retirement planning. Asset management involves continuous supervision of client accounts. Private Portfolios also conducts Second Saturday Divorce Workshops, focusing on the financial aspects.
Assets Under Management$290M
Clients267
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$150M
www.privateportfolios.com ·www.facebook.com/privateportfolios ·www.facebook.com/secondsaturdaysanmateocounty
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.18% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
For accounts above $5,000,001, the fee is negotiable depending on factors such as total assets under management, the client’s relationship with the firm (e.g. family member or personal acquaintance), and totality of services provided to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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