Jessica Henderson is a registered investment advisor at South Bay Financial Partners, based in Torrance, CA, with 2 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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 | 0.60% |
Standalone investment advisory fee is 0.60% of assets under management plus $550 administration fee. Standalone investment services are not available to new clients.
Fee Estimator
Location
21515 Hawthorne Blvd, Suite 200, Torrance, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
South Bay Financial Partners
State Registrations2 states
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