George Lauck
George Lauck is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Carmel, IN, with 41 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
111 Congressional Blvd.,, Suite 100, Carmel, IN, 46032
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is a Senior Wealth Advisor at Shepherd Financial, LLC, focusing on retirement plan consulting and individual wealth management, dedicating nearly full-time hours to this role. He also works as an insurance agent for Shepherd Financial, LLC, and as an IAR for Shepherd Financial Investment Advisory, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Private Client Services, LLCBroker
Shepherd Financial Investment Advisory LLC
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
LPL Financial LLC
LPL Financial LLCBroker
Charter Advisory Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Carillon Investments, INC.Broker
Kaufman Investments CorporationBroker
Abacus Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
Penn Mutual Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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