Joshua Keith is a registered investment advisor at Laguna Capital Management, INC., based in Santa Barbara, CA, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 110 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laguna Capital Management's fee for managing your investments will not exceed 2.00% annually. The exact fee is outlined in a separate agreement. Fees are calculated quarterly, in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from your managed account.
Location
1225 Coast Village Road, Suite G, Santa Barbara, CA, 93108
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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.
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Joshua is a member of the Board of Directors for Providence School since January 2022. He dedicates a few hours per week to providing counsel and guidance to the school.
Employment History
Current Registrations
Laguna Capital Management, INC.
Previous Registrations
LPL Financial LLC
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.