Private Portfolio, Inc. (PPI) provides investment advisory services to individuals and businesses. PPI actively manages client investment accounts, tailoring portfolios based on analysis, research, and risk assessment. PPI specializes in serving international investors. Fees are based on a percentage of assets under management and are negotiable.
Assets Under Management$92M
Clients93
Advisors9
Avg. per Client$980K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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