Laguna Financial Advisory offers investment portfolio management (Wealth Management) and financial planning services to help clients meet their financial goals. They customize investment portfolios and may create financial plans covering tax strategies, retirement, estate planning, investment, and insurance. Clients are not obligated to act on their advice or conduct transactions through them.
Assets Under Management$82M
Clients330
Advisors2
Avg. per Client$250K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may range up to 1.50% of assets under management and are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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