Kozen Edward Tsukamoto

Balboa Wealth Partners, INC.

16 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Balboa Wealth Partners, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

1,032 clients

Average Client Portfolio

$780K average

Assets Under Management

$804.8M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	0.02%
$250K - $500K	0.02%
$500K - $750K	0.02%
$750K - $1000K	0.02%
$1M+	0.02%

This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250

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History

Regulatory History (1)

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Judgment / Lien

September 2015

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Employment History

Current Registrations

Balboa Wealth Partners, INC.

September 2016 - Present · 9 yrs 5 mos

Previous Registrations

American Asset Advisory, LLC

October 2013 - September 2016 · 2 yrs 11 mos

Accelerated Capital GroupBroker

April 2010 - September 2016 · 6 yrs 5 mos

Longview Financial Group, INCBroker

January 2010 - July 2010 · 6 mos

World Group Securities, INC.Broker

May 2002 - December 2002 · 7 mos

State Registrations3 states

AZCATX

Advisor

Exams

No exam information available for this advisor.