Joshua Christopher Bliss

Balboa Wealth Partners, INC.

19 Years of Experience

6 DisclosuresSells Insurance

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 (6)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

December 2022

Final Disposition

Financial

March 2019

Final

Customer Dispute

December 2010

Settled

Customer Dispute

November 2010

Settled

Customer Dispute

September 2008

Denied

Customer Dispute

August 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joshua is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This investment-related activity takes about 10-20% of his time.