Balamir Trunec
Balamir Trunec is a registered investment advisor at Svl Investment Management, based in Placentia, CA, with 32 years of industry experience. Balamir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 179 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | Included |
| $5.0M - $10.0M | Included |
| $10M+ | Included |
The annual fee for portfolio management services is negotiable.
Fee Estimator
Location
1620 N. Placentia Ave., Suite 100, Placentia, CA, 92870
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Balamir is a licensed insurance agent with Core Income Planning Inc. since 2003, dedicating about half his time to this role. He also owns 4CAM1 Advisory, Inc. where he manages personal finances, spending minimal time, and is a health insurance agent with Kaiser Permanente, spending minimal time.
Employment History
Current Registrations
Svl Investment Management
Previous Registrations
Liberty Wealth Management, LLC
Liberty Wealth Management, LLC
Liberty Group, LLC
Liberty Group, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Sutro & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.