Eduardo Tovar is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 31 years of industry experience. Eduardo 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Private Portfolio of San Diego
Private Portfolio, INC.Broker
State Registrations7 states
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