Paul Oh
Paul Oh is a registered investment advisor at Balboa Wealth Partners, INC., based in Newport Beach, CA, with 14 years of industry experience. Paul 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 (2)
Employment Separation After Allegations
June 2025Criminal
February 2009Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLCBroker
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
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