Sandra Goins is a CFP-designated registered investment advisor at Balboa Wealth Partners, INC., based in Newport Beach, CA, with 17 years of industry experience. Sandra 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
1400 Newport Center Drive, Suite 290, Newport Beach, CA, 92660
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 →Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
Edward JonesBroker
Edward Jones
Oppenheimerfunds Distributor, INC.Broker
Prudential Annuities Distributors, INCBroker
Ast Investment Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
New England SecuritiesBroker
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.
Exams
More Advisors
- Thomas BreslinBalboa Wealth Partners, INC.
- Richard BrydgesBalboa Wealth Partners, INC.
- Paul OhBalboa Wealth Partners, INC.
- John Day, CFP, ChFCBalboa Wealth Partners, INC.
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC