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
Balboa Wealth Partners offers wrap fee programs where clients pay a single fee for investment advisory services and custodial transaction costs. They provide asset management and comprehensive portfolio management, tailoring strategies to client needs and goals. Portfolios are continuously monitored and rebalanced.
| 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.
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250