South Bay Financial Partners Group, Inc., operating as South Bay Financial Partners, offers custom financial planning, investment advice, financial therapy, and tax preparation services. The registered investment advisor specializes in multi-generational family financial planning, later-life transitions, and financial coaching for young adults. Their investment strategy focuses primarily on individual domestic stocks, investment grade bonds, exchange-traded funds, and mutual funds, with a long-term buy-and-hold philosophy. South Bay Financial Partners operates on a fee structure based on adjusted gross income, assets under management, and held-away assets, or via standalone advisory and hourly coaching rates. The firm is owned by Tara T. Unverzagt and Robert M. Unverzagt and is legally required to act in your best interest as a fiduciary.
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.
