John Arens
John Arens is a registered investment advisor at Balboa Wealth Partners, INC., based in Long Beach, CA, with 10 years of industry experience. John 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
444 West Ocean Blvd, 1400, Long Beach, CA, 90802
Get directionsHistory
Regulatory History (2)
Financial
August 2021Financial
July 2020Other Business ActivitiesSells Insurance
John is involved with the Long Beach Area Chamber of Commerce, The Salvation Army, Long Beach City College Foundation, and St. Mary's Medical Center. He is also a licensed insurance agent, spending about 10% of his time on insurance sales and implementations.
Employment History
Current Registrations
Balboa Wealth Partners, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
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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