Laguna Wealth Advisors manages investment portfolios and provides financial planning for individuals, families, retirees, and business owners. Laguna Wealth Advisors builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments, and also works with third-party money managers. Clients can choose comprehensive portfolio management or retirement plan consulting. Laguna Wealth Advisors also facilitates standalone estate planning services through a partnership with Wealth.com.
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
Minimum Investment:None
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. Household accounts may be combined. Maximum fee for separate managed accounts will not exceed 1.95%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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