Top financial advisors in Laguna Beach, CA
We’ve curated a list of the best financial advisors in Laguna Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,942,739,809
Number of advisors
3 advisors
| $1,942,739,809 | 3 advisors | |
| 2 |
Assets under management
$612,210,928
Number of advisors
3 advisors
| $612,210,928 | 3 advisors | |
| 3 |
Assets under management
$4,876,492
Number of advisors
2 advisors
| $4,876,492 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Laguna Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laguna Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
North Reef Capital Management Lp
North Reef Capital Management Lp is a financial advisory firm based in Laguna Beach, California. It currently has approximately $1,942,739,809 of assets under management and employs about 3 people. North Reef Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,942,739,809 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesCamelot Capital Partners LLC
Camelot Capital Partners, LLC is an SEC-registered investment adviser founded in 2015 by William Barker, who serves as the Managing Partner and Chief Investment Officer. The firm manages approximately $1.36 billion in assets for three pooled investment vehicles. Camelot provides investment advisory services with full discretion over investing and reinvesting assets according to the Funds' objectives. The firm's investment strategy focuses on long equities, primarily targeting UK and US markets with a concentration on smaller companies. Camelot may also invest in unlisted assets and utilize a Special Opportunities Allocation for exceptional investment opportunities. The firm may employ leverage and derivatives for risk management, but rarely does so. Clients include high net worth individuals, pension plans, endowments, and other entities. Fees are structured with a cap on operating expenses reimbursed by the Funds and a performance fee of 20% of profits above a benchmark. Camelot does not participate in wrap fee programs and does not pay for client referrals. The firm has a Code of Ethics, reviews client accounts regularly, and votes proxies for client securities. Camelot maintains custody of client assets and has financial stability to meet contractual commitments. The firm does not have any disciplinary events or financial impairments.
$612,210,928 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesCrane Investments Inc
Crane Investments Inc, based in Laguna Beach, CA, has been providing investment advisory services since 1992 and operates as a registered investment adviser. The firm is equally owned by Barbara Crane and Peter Crane. Services offered include asset management, financial planning, and consulting tailored to individual client needs. Asset management involves creating portfolios with various securities, regularly reviewed and rebalanced. Financial planning services cover areas such as investment, retirement, estate planning, and more. The firm charges asset management fees based on a percentage of assets under management, with rates ranging from 2.00% to negotiable for different asset levels. Financial planning services are billed hourly or with flat fees ranging from $1,500 to $10,000. Clients may incur transaction charges and other expenses separately. Crane Investments Inc acts as a fiduciary, committed to providing full disclosure and acting in the best interests of clients. The firm does not charge performance-based fees and does not engage in commissionable securities sales. Clients have the option to grant investment discretion, allowing the firm to execute transactions on their behalf. The firm recommends the use of Charles Schwab & Co., Inc. as a custodian and broker. Clients have the opportunity to review their accounts at least annually, with additional reviews triggered by specific events. The firm and its management have no disciplinary history and do not have compensation arrangements with issuers of securities. As a fiduciary, Crane Investments Inc prioritizes client interests above all.
$4,876,492 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Laguna Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laguna Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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