Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balboa Wealth Partners offers two wrap fee programs: Wrap Asset Management and Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are based on a percentage of assets under management, billed quarterly in advance. For Wrap Asset Management, the fee ranges from 1.5% to 1.1%. For Wrap Comprehensive Portfolio Management, the fee ranges from 2.3% to 1.7%. Accounts with assets under $250,000 are assessed a $15 quarterly reporting fee. A minimum fee of $750 is assessed for written financial plans.
Areas of Practice
Advisor Information
Office location
9404 Genesee Avenue, Suite 340, La Jolla, CA, 92037
Get directionsRegulatory History (11)
Customer Dispute
January 2024Customer Dispute
November 2022Customer Dispute
December 2001Customer Dispute
April 2001Customer Dispute
May 2000Customer Dispute
May 1996Customer Dispute
November 1994Customer Dispute
September 1994Employment Separation After Allegations
August 1994Customer Dispute
August 1994Customer Dispute
August 1994Other Business ActivitiesSells Insurance
Michael is an estate planning agent since 1982, spending about a quarter of his time on financial plans and insurance sales. He is also a tax preparer, a managing member of FSA Integrated LLC, a 50% owner in St. Amour-Frager Realty, and an investment advisor with Balboa Wealth Partners.