Gerald Zelko is a registered investment advisor at Balboa Wealth Partners, INC., based in Newport Beach, CA, with 28 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,121 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balboa Wealth offers two investment management options with fees based on the value of your portfolio. Fees are paid quarterly, in advance.
Comprehensive Portfolio Management:
- Up to $249,999.99: 2.3% per year, plus a $15 quarterly reporting fee
- $250,000 to $499,999.99: 2.1% per year
- $500,000 to $749,999.99: 1.9% per year
- $750,000 to $999,999.99: 1.8% per year
- $1,000,000 and over: 1.7% per year
Asset Management Services:
- Up to $249,999.99: 1.5% per year, plus a $15 quarterly reporting fee
- $250,000 to $499,999.99: 1.4% per year
- $500,000 to $749,999.99: 1.3% per year
- $750,000 to $999,999.99: 1.2% per year
- $1,000,000 and over: 1.1% per year
Fees may be negotiable.
Location
1400 Newport Center Drive, Suite 290, Newport Beach, CA, 92660
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Regulatory 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 →Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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