Laguna Hills, CA Financial Advisors and Resources



Financial Advisor Firms in Laguna Hills, CA


TOWNELEY CAPITAL MANAGEMENT, INC.

Website

(949) 837-3580

23197 La Cadena Drive
Suite 103
Laguna Hills, CA 92653

SEC#: 801-78957
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(805) 570-5995

23046 Avenida De La Carolota
Suite 600
Laguna Hills, CA 92653

SEC#: 801-79938
Years in Business: 7 years

TLG ADVISORS, INC.

Website

(949) 296-1161

23482 Peralta Drive, Suite B1

Laguna Hills, CA 92653

SEC#: 801-60458
Years in Business: 20 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(805) 570-5995

23046 Avenida De La Carolota
Suite 600
Laguna Hills, CA 92653

SEC#: 801-79938
Years in Business: 7 years

JRL CAPITAL ADVISORS LLC

Website

(949) 825-5010

23121 Verdugo Dr, Ste 205

Laguna Hills, CA 92653

SEC#: 801-57158
Years in Business: 21 years

CROWN CAPITAL SECURITIES, L.P.

Website

(949) 770-8678

25431 Cabot Rd
101
Laguna Hills, CA 92653

SEC#: 801-57663
Years in Business: 21 years

TLG ADVISORS, INC.

Website

(949) 296-1161

23482 Peralta Drive, Suite B1

Laguna Hills, CA 92653

SEC#: 801-60458
Years in Business: 20 years

CUTTER AND COMPANY BROKERAGE, INC.

Website

(949) 472-4579

23010 Lake Forest Dr.
Suite E
Laguna Hills, CA 92653

SEC#: 801-62329
Years in Business: 18 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(805) 570-5995

23046 Avenida De La Carolota
Suite 600
Laguna Hills, CA 92653

SEC#: 801-79938
Years in Business: 7 years


How Retirement-Friendly is Laguna Hills, CA?

  • Population: 31,617
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $703,100
  • Average Monthly Housing Cost: $2,260
  • Average Household Income: $144,809
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Laguna Hills, CA Financial Advisor FAQs

The first question you might want to ask is, are there any records of past performance? Does the advisor have a long-term record of consistently outperforming the market, or are they really just claiming to be an expert? You should also inquire about costs.
It depends on your situation. For many, finding the free time to research every aspect of finance is difficult.
Financial advisors can come at a significant cost to your pocketbook, as they will typically charge an annual percentage of assets managed. Fees for small portfolios range from 0.5%-1%. Roughly speaking, you can expect to pay around 1-2% if you're invested conservatively and 3-6% if you want aggressive growth.
When researching for the best advice, it's important to be sure you are dealing with an advisor that is either a fiduciary or whose company website offers the disclosure of being. The most important thing to remember is to never choose someone who makes you feel uncomfortable in any way. Trust should always first and foremost be earned before it may be trusted!