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.