Emily Balmages is a CFP-designated registered investment advisor at Warren Street Wealth Advisors, LLC, based in Irvine, CA, with 6 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 400 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Warren Street Wealth Advisors' fee for managing your investments is a percentage of the assets they manage. The exact percentage is negotiable. The maximum fee is 2% per year. Warren Street may also charge a one-time setup fee of up to 1% of the initial investment or $1,000, whichever is less.
Location
200 Spectrum Center Drive, Suite 300, Irvine, CA, 92618
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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
Warren Street Wealth Advisors, LLC
Previous Registrations
Warren Street Wealth Advisors, LLC
Tarbox Family Office, INC.
State Registrations1 state
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