Laguna Wealth Advisors, LLC's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, 0.90% on the next $2 million, and 0.65% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #167847), Laguna Wealth Advisors, LLC is subject to fiduciary duty under federal law.
Laguna Wealth Advisors, LLC serves 46 high-net-worth clients according to their SEC filing dated July 16, 2026. View client details ↓
According to their SEC Form ADV, Laguna Wealth Advisors, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Laguna Wealth Advisors, LLC manages $161 million in client assets according to their SEC filing dated July 16, 2026.
According to their SEC Form ADV, Laguna Wealth Advisors, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓