TrueAdvisor
TrueAdvisor
CG
CG

Cheryl Jean Gruetzmacher

Balboa Wealth Partners, INC.
19 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Balboa Wealth Partners, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,032 clients
Average Client Portfolio
$780K average
Assets Under Management
$804.8M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.02%
$250K - $500K0.02%
$500K - $750K0.02%
$750K - $1000K0.02%
$1M+0.02%

This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250

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History

Regulatory History (1)
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Criminal
December 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Balboa Wealth Partners, INC.
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2013 - July 2016 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
June 2013 - July 2016 · 3 yrs 1 mo
UBS Financial Services INC.
October 2010 - June 2013 · 2 yrs 8 mos
UBS Financial Services INC.Broker
April 2009 - June 2013 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - March 2009 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - March 2009 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - January 2008 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - January 2008 · 2 yrs
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.