Ricardo Emerich
Ricardo Emerich is a registered investment advisor at Private Portfolio of San Diego, based in La Jolla, CA, with 24 years of industry experience. Ricardo 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 (1)
Regulatory
July 2019Other Business Activities
Ricardo is an employee and part owner of Integra Consulting, LLC, selling risk management software, and spends minimal time on Rica Holdings, SA DE CV, a holding company. He also provides investment options in hedge funds through Man Investments, works as a commodities futures broker for Coquest Inc., and refers clients for investment outside the USA, Mexico, and Europe through Summa Asset Management Corp.
Employment History
Current Registrations
Private Portfolio of San Diego
Private Portfolio, INC.
Private Portfolio, INC.Broker
Previous Registrations
Titleist Asset Management, LTD.Broker
Argentus Securities, LLCBroker
Base Securities, LLCBroker
Banorte Securities International, LTD.Broker
Cambridge Group Investments, LTD.Broker
State Registrations2 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.