Ryan Labriola is a registered investment advisor at Laguna Wealth Advisors, LLC, based in Fountain Valley, CA. Ryan 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
Fountain Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Laguna Wealth Advisors, LLC
State Registrations1 state
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