Justin Balas is a registered investment advisor at Thepartners Wealth Management, based in Carmel, CA, with 3 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Carmel, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is the CEO and Founder of Midcoast Asset Management, an investment management research and consulting firm, since May 2023. This activity takes about half of Justin's time.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Thepartners Wealth Management
Elite Portfolios
Svb Wealth
Svb Investment Services INC.
State Registrations1 state
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