Balboa Wealth Partners, INC.
Assets Under Management
$804.8M
Number of Clients
1,032
Number of Advisors
26
Average Client AUM
$780K
AUM per Advisor
$31.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Balboa Wealth Partners offers wrap fee programs that provide investment advisory services and custodial transaction costs for a single fee. They manage assets for various clients, tailoring strategies to individual needs and goals. Services include Wrap Asset Management and Wrap Comprehensive Portfolio Management, which includes financial planning.
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
Location
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250