Laguna Coast Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. They create customized investment strategies based on client goals, risk tolerance, and financial situations. Laguna Coast constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options. They monitor portfolios and may reallocate investments to diversify or manage risk.
Assets Under Management$59M
Clients23
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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