Mario Zita is a registered investment advisor at Laguna Wealth Advisors, LLC, based in Shalimar, FL, with 11 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 299 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Fees are negotiable, and tiers may be customized per the scope and complexity of the agreement.
Fee Estimator
Location
Shalimar, FL
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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 →Other Business Activities
Mario is the sole owner of Mano's LLC, formed in 2018 and currently in the R&D phase for bottling Italian pasta sauces. He also owns Tremble Entertainment LLC, formed in 2023, which is developing creative works.
Employment History
Current Registrations
Laguna Wealth Advisors, LLC
Previous Registrations
Daniel Wealth Advisors
Daniel Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 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.