John Lauer is a CFP-designated registered investment advisor at Lauer Wealth Management, based in Valparaiso, IN, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 404 clients with $160M 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 | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as anticipated future additional assets, value of assets, and pre-existing relationships.
Fee Estimator
Location
196 E 112 S, Valparaiso, IN, 46383
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Employment History
Current Registrations
Lauer Wealth Management
Previous Registrations
Central Wealth, LLC
Ifam Capital
Northwest Wealth Management, LLC
Questar Asset Management, INC.
CFA Investments
State Registrations3 states
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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