John Labriola is a CFP-designated registered investment advisor at Laguna Wealth Advisors, LLC, based in Dana Point, CA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 3 more. 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. Household accounts may be combined. Maximum fee for separate managed accounts will not exceed 1.95%.
Fee Estimator
Location
Dana Point, CA
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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
John is the president of Fountain Valley Skating Center and a VP/board member/partial owner, dedicating minimal time. He also owns and operates a snack bar in the skating center, and works full-time as a senior financial advisor at Sagent Wealth Management.
Employment History
Current Registrations
Laguna Wealth Advisors, LLC
Previous Registrations
Sagent Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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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