Kozen Tsukamoto
Kozen Tsukamoto is a registered investment advisor at Balboa Wealth Partners, INC., based in Payson, AZ, with 16 years of industry experience. Kozen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,127 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Rates reflect the standard Asset Management Services schedule. Comprehensive Portfolio Management is also available at higher rates (ranging from 2.3% down to 1.7%). Accounts are assessed a $15 fee per quarter for reporting purposes. Fees may be negotiable.
Fee Estimator
Location
130 E Aero Drive, Suite B, Payson, AZ, 85541
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2015Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
American Asset Advisory, LLC
Accelerated Capital GroupBroker
Longview Financial Group, INCBroker
World Group Securities, 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.
Exams
More Advisors
- Micah Crabdree, CFP
- Shane Keith, CFP