Laguna Capital Management offers investment advice and asset management to individuals, families, and businesses. Services include creating investment portfolios, financial planning, and retirement plan consulting. Laguna Capital Management acts as a fiduciary, meaning they are legally required to act in your best interest. They work with clients to understand their financial goals and risk tolerance.
Assets Under Management$97M
Clients110
Advisors3
Avg. per Client$890K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Laguna Capital Management's fee for managing your investments will not exceed 2.00% annually. The exact fee is outlined in a separate agreement. Fees are calculated quarterly, in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from your managed account.
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