Laguna Investment Services offers investment advice, portfolio asset allocation strategies, and investment transaction services to individuals, families, trusts, and small businesses. They advise individuals on investments for taxable portfolios and individual retirement accounts. Investment management services include assessing clients’ risk temperament, assets, age, investment horizon, and goals. Advisory services are tailored to the individual needs of clients.
Assets Under Management$2.3M
Clients11
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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