Isaiah Real is a registered investment advisor at Laguna Wealth Advisors, LLC, based in Dana Point, CA, with 11 years of industry experience. Isaiah 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
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
Isaiah is the President of the CSUF Alumni Finance Association, helping alumni get involved with the business school and its students. This activity takes a few hours per week.
Employment History
Current Registrations
Laguna Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Miramontes Capital, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.