Hermann Vonbertrab is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 36 years of industry experience. Hermann 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
Get directionsHistory
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 →Employment History
Current Registrations
Private Portfolio of San Diego
Private Portfolio, INC.
Private Portfolio, INC.Broker
Previous Registrations
Inverworld Securities, INC.Broker
Cbi International Securities, INC.Broker
Arka Securities INC.Broker
Linsco/private Ledger CORP.Broker
Drexel Burnham Lambert IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations3 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.