Rodolfo Rodriguez
Rodolfo Rodriguez is a registered investment advisor at Balboa Wealth Partners, INC., based in San Diego, CA, with 17 years of industry experience. Rodolfo 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
San Diego, CA
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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 Activities
Rodolfo is an Investment Advisor Representative with Balboa Wealth Partners and a Registered Representative with Willow Cove Investment Group, dedicating most of his time to these roles. He also works as a consultant for Calidi Biotherapeutics, a cancer treatment development company, spending a few hours per week on general corporate and business development.
Employment History
Current Registrations
Balboa Wealth Partners, INC.
Willow Cove Investment Group, INC.
Willow Cove Investment Group, INC.Broker
Previous Registrations
Chalice Capital Partners, LLCBroker
Niagara International Capital LimitedBroker
Cappello Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.