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
3567 E. Sunrise, Ste 119, Tucson, AZ, 85718
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Customer Dispute
November 2018Other Business Activities
Duane is a managing partner at Shumaker, Wengren, LLC, where he prepares tax returns and supervises bookkeepers, dedicating about half his time. He also operates Robinson & Shumaker Wealth Management as a DBA for business conducted through Balboa Wealth Partners, Inc., spending about half his time on investments and securities trading.