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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations. He also operates John Day Sole Proprietorship, spending minimal time on occasional dance coaching and judging of dance competitions.