Tara Unverzagt is a CFP-designated registered investment advisor at South Bay Financial Partners, based in Torrance, CA, with 17 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 50 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Ongoing investment management is part of a bundled fee that also includes 2% of adjusted gross income, 0.2% of held-away assets, and a $550 administrative fee. Standalone investment advisory services charge 0.60% plus a $550 administration fee, with a $1,500 minimum annual fee.
Fee Estimator
Contact
Tara Unverzagt
Location
21515 Hawthorne Blvd, Suite 200, Torrance, CA, 90503
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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
South Bay Financial Partners
Previous Registrations
Albanese Hemsley & Tussing LTD
State Registrations4 states
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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