Balboa Wealth Partners manages investment portfolios and provides financial planning for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Balboa Wealth builds customized portfolios primarily using low-cost exchange-traded funds and mutual funds, while also utilizing individual stocks, bonds, options, and independent managers or sub-advisors when appropriate. Services cover comprehensive portfolio management, retirement planning, tax considerations, and specialized consulting. Balboa Wealth operates as a registered investment advisor and acts in a legal capacity to put client interests first, though certain professionals affiliated with the firm may also offer insurance products or securities brokerage services through separate entities.
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.