South Bay Financial Partners provides financial planning, investment advice, financial therapy, and tax preparation services. They specialize in multi-generational family financial planning, later life transitions, and financial coaching for young adults. The firm does not sell financial products or receive commissions.
Assets Under Management$110M
Clients50
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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