David Mowad is a registered investment advisor at Balboa Wealth Partners, INC., based in Scottsdale, AZ, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,121 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business Activities
David operates under the DBA 155 Private Wealth Management at his work address, providing investment advisory services. He earns fees and commissions through BWP.
Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Prudential Securities IncorporatedBroker
Principal Financial Securities,inc.Broker
Peacock, Hislop, Staley & Given, INC.Broker
State Registrations3 states
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.