Advisor at The Partners Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Partners Wealth Management
Location
Carmel By The Sea, CA 93921
Credentials
Series 65
Industry experience
3 years
Justin Balas is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds a Series 65 credential and has worked at firms including Elite Portfolios, SVB Investment Services Inc, SVB Wealth LLC, Harbinger Group, IEQ Capital, and Welton Investment Partners. Outside of his advisory role, he is the CEO and founder of Midcoast Asset Management, an investment research and consulting business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a variety of models and managers, primarily implementing mutual funds, ETFs, equities, and fixed-income securities.
Based on The Partners Wealth Management
Fixed fees may be charged for financial planning engagements.
up to 2.99% annually (negotiable based on assets, complexity, and relationship)
Investment Advisory Representatives may earn separate commissions as registered representatives or insurance agents; commissions are separate and in addition to advisory fees.
Up to $400 per hour for one-time financial planning and consulting services.
Fee-only: Investment advisory fees up to 2.99% annually based on assets; platform fees up to 0.25% annually; third-party Model Provider or TPIM fees up to 1% annually; hourly financial planning fees up to $400/hour; fixed fees for financial planning engagements; retirement plan advisory fees up to 1% annually or fixed rate.
Nw Corner Ocean Avenue And Mission Street, Second Level
Carmel By The Sea, CA 93921
California
ThePartners Wealth Management
2024 - Present (2 years)
The Partners Wealth Management
2024 - 2024 (1 year)
Elite Portfolios
2023 - 2024 (1 year)
SVB Investment Services Inc
2022 - 2022 (1 year)
SVB Wealth LLC
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
Harbinger Group
2019 - 2022 (3 years)
IEQ Capital
2019 - 2019 (1 year)
Welton Investment Partners
2004 - 2019 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Carmel, CA
Knight of California LLC
Series 63, Series 65
Monterey, CA
Hawley Personal Finance
CFP®
Pacific Grove, CA
Elliott Financial, LLC
Series 63, Series 65
Seaside, CA
Midway Partners Capital Management, LLC
CFP®, Series 65, Series 66
Monterey, CA
Monterey Bay Asset Management LLC
CFA®, Series 63
Monterey, CA
Del Monte Capital, Inc.
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