Joseph Ganino is a registered investment advisor at Balboa Wealth Partners, INC., based in Encinitas, CA, with 2 years of industry experience. Joseph 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
171 Saxony Rd, 102, Encinitas, CA, 92024
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 →Other Business Activities
Joseph is dually registered with Balboa Wealth Partners, Inc. and Willow Cove Investment Group, Inc. Approximately 90% of Joseph's time is dedicated to services as an investment advisor representative, with the remainder spent as a registered representative.
Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
Willow Cove Investment Group, INC.Broker
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
- Cheryl GruetzmacherBalboa Wealth Partners, INC.
- Scott Frank, CFA, CFPStone Steps Financial, LLC
- Scott Hinkle, CFP
- Steven Houten, CFPLifetime Financial Advisors INC
- Bryan Stebel, CFPLPL Financial LLC
- Timothy Wright, CFPLPL Financial LLC