Laguna Private Capital

Fee-Only (% of Portfolio)

Laguna Private Capital manages investment portfolios for high-net-worth individuals, trusts, estates, small businesses, and a private hedge fund. Laguna Private Capital offers two primary investment strategies: an option spread strategy that uses short-term S&P 500 options to generate returns regardless of market direction, and a value stock strategy focused on identifying undervalued companies for long-term growth. The firm operates on a fee structure based on a percentage of assets managed and does not sell commission-based financial products. Additionally, Laguna Private Capital manages a private hedge fund called the Optimum Income Fund, which applies the option spread strategy and charges both a management fee and a performance-based fee.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Rates vary by strategy: 1.00% per year for the value stock strategy and 2.00% per year for the option spread strategy. Hedge fund accounts are charged 2.00% plus a 20% performance fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Laguna Private Capital - Fees, AUM & Advisors | TrueAdvisor