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
130 Newport Center Drive, Suite 240, Newport Beach, CA, 92660
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the President/CFO of McLaren Strategic Ventures Holdings Group, a SPAC/Technology Solutioning Business, dedicating about half of his time. He is also a Partner at Season Two Ventures, a venture capital firm, spending about 10-20% of his time.