Private Portfolios, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$290,137,674
Clients
259
Advisors
2
of 3 employees
About
Private Portfolios, Inc. provides fee‑based investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, pension plans and corporate entities, generally on a discretionary basis. Its offerings include ongoing portfolio management through a Wealth Management Platform, tailored financial planning, and advice across mutual funds, ETFs, equities, fixed‑income instruments and certain insurance and annuity products.
The firm constructs diversified portfolios using model asset‑allocation programs, institutional share classes and a mix of mutual funds, ETFs and individual equities, generally avoiding market timing while accommodating tax or legacy constraints. Accounts are managed on an individualized basis with discretionary authority available, and platform transactions are implemented through a sponsored wrap‑fee program with third‑party custody and clearing arrangements.
Distinctive features include participation in a sponsored wrap‑fee Wealth Management Platform and the operation of educational workshops — notably a structured divorce workshop where the firm provides the financial component while third‑party legal and therapeutic professionals provide other modules. The firm manages roughly $293 million with a compact advisory team, recommends minimums for its platform accounts (but may accept smaller relationships), and its advisers also maintain broker/dealer and insurance registrations that can result in commission‑based services alongside advisory fees.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.18% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.55% $5,000,001+: 0.45% (negotiable)
Advisor representatives may earn commissions from securities and insurance sales outside advisory services
$325 per hour for financial planning services
Account minimum: $500,000 Minimum fee: Minimum fee for financial planning services of $650 Fee-only: Financial planning charged hourly at $325 per hour
Main office
424 N. San Mateo Drive, Suite 200
San Mateo CA 94401
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel B
Series 63, Series 66
San Mateo, CA
Private Portfolios, Inc.
Daniel Binn is a financial advisor with Private Portfolios, Inc. in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked with Private Portfolios since 2000 and Securities America, Inc. from 2000 to 2024. In addition to his advisory role, he is involved in insurance sales, including variable and indexed annuities. Private Portfolios, Inc. offers fee-based investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm emphasizes diversified portfolios through model asset allocation and individualized discretionary management, operating a sponsored wrap-fee Wealth Management Platform and providing specialized educational workshops.
Mark F
CFP®, Series 66
San Mateo, CA
Private Portfolios, Inc.
Mark Flowers is a CFP® with 15 years of industry experience, currently serving as an advisor at Private Portfolios, Inc. in San Mateo, CA. He has worked with Private Portfolios, Inc. since 2012 and previously with Securities America, Inc. He participates in a collaborative networking group focused on financial issues related to divorce and leads regional divorce workshops offering general financial planning guidance. He also operates a sole proprietorship providing financial analyses and consulting services for clients undergoing divorce. Private Portfolios, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, pension plans, and corporate entities, with a focus on diversified portfolio management using tailored asset allocation strategies. The firm offers discretionary account management through a sponsored wrap-fee Wealth Management Platform and operates educational workshops, including a structured divorce workshop integrating financial, legal, and therapeutic modules.
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