Balboa Wealth provides investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Services include creating investment strategies, asset allocation, portfolio construction, and ongoing investment management. Balboa Wealth may recommend independent managers or sub-advisors to manage client assets. Financial planning services cover investment planning, retirement planning, education savings, and insurance needs.
Assets Under Management$1B
Clients1,121
Advisors26
Avg. per Client$920K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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.
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Location
26 Advisors at this firm
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