Laguna Wealth Advisors (LWA) offers asset management and financial planning services to help clients achieve their financial goals. LWA learns about clients' financial situations, goals, and risk tolerance to create a suitable investment approach using stocks, bonds, ETFs, and other investments. Portfolios are monitored and rebalanced as needed. LWA also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$160M
Clients299
Advisors4
Avg. per Client$540K
Avg. per Advisor$40M
www.lagunawealth.com ·www.facebook.com/isaiahreal-lagunawealthadvisors ·www.youtube.com/@isaiahrealcfp
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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