Portola Partners

Retirement Planning Firm in Portola Valley, CA

Firm Info
Address: 1550 El Camino Real #200, Menlo Park, CA 94025, USA
Phone: (650) 433-8779

Firm Size
Assets Under Management: $5.6 billion
# of Advisors: 17
# of Clients: 1,719
Client to Advisor Ratio: 101:1
Average Account Size: $3.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Portola Partners Overview

Portola Partners is a fee only registered investment advisory firm that specializes in investment advice. Since its establishment in 2019, the firm has been operating from its headquarters in Menlo Park, CA. Portola Partners is passionate about helping its clients achieve financial success, and they do it by providing a range of services, including financial planning, portfolio management for individuals, and small businesses. The firm takes a client-first approach, ensuring that their goals, risk tolerance, and investment objectives are at the forefront of every decision made. With their investment advice only focus, Portola Partners provides unbiased insights and guidance to clients, ensuring they remain informed and in control of their investments. Beyond its core service offering, Portola Partners goes above and beyond to support its clients by working to select and manage other advisory firms to further enhance clients' investment performance. In summary, Portola Partners is an investment advisory firm committed to helping its clients succeed, offering tailored and unbiased investment guidance for individuals and small businesses.

PORTOLA PARTNERS is renowned for catering to the needs of high net worth individuals that require exclusive and consultative wealth management services. The firm's client base includes governments, institutions, foundations, endowments, and individual investors who seek sophisticated solutions tailored to their unique financial objectives. PORTOLA PARTNERS prides itself on its years of experience, unparalleled expertise, and personalized approach to meeting the needs of its discerning clientele. PORTOLA PARTNERS offers a flexible fee structure that can accommodate a range of services based on their scope and complexity. The firm's fee structure is dependent on the type of wealth management service provided and may consist of a percentage of assets under management (AUM), an hourly rate, or fixed fees. The percentage of AUM fee structure is a percentage of the assets they manage and is typically the most common fee structure. Under the hourly fee structure, the clients pay based on the hours worked to complete the work. Fixed fees structure is a flat rate for a defined set of services. The different fee structures allow clients to choose an appropriate payment method that works best for them and their financial needs. Above all, PORTOLA PARTNERS maintains transparency in its billing process, ensuring clients have a clear understanding of their costs and the specifics of the services they will receive.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of Portola Partners does not mention anything about their investment minimum. Therefore, it is unclear what their investment minimum is at this time. Investors interested in working with this firm may need to contact them directly or consult with a financial advisor to learn more about their requirements and investment options.

How This Office Can Help Portola Valley, CA Residents

Portola Partners is a trusted financial advisory firm located in Portola Valley, CA that helps clients navigate the complex landscape of financial management. From investment strategies to tax planning and estate planning, Portola Partners offers a comprehensive range of services designed to address the diverse financial needs of individuals and families. One of the biggest financial challenges faced by Portola Valley residents is managing their wealth and assets in a way that allows them to maintain their lifestyle while also planning for long-term financial stability. This often requires a combination of strategies, such as retirement planning, estate planning, and investment management, all of which are areas where Portola Partners has extensive expertise. Additionally, given the high cost of living in the Bay Area, many residents need guidance on tax planning and wealth preservation, both of which are core areas of focus for the firm. Overall, Portola Partners is dedicated to helping clients achieve their financial goals and secure a strong financial future through personalized, strategic planning and management.

To view the Minimum Investment and Fee Schedule for Portola Partners, visit their Part 2 Brochure.

Services Offered by Portola Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Portola Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1550 El Camino Real #200, Menlo Park, CA 94025, USA
Phone (650) 433-8779
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 1550 EL CAMINO REAL, STE 200, MENLO PARK, CA 94025-4100, United States

This firm has no other locations.

State Registrations

Portola Partners is registered to service clients in the following states:

  • California
  • New Jersey
  • New York
  • Texas

Disciplinary History

Portola Partners does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs