Jay Lauer
Jay Lauer is a registered investment advisor at Plus Group Wealth Advisors, LLC, based in Belgium, WI, with 29 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 516 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
680 Main Street, Belgium, WI, 53004
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Jay is a sole proprietor and insurance agent involved in fixed insurance sales since 2000, dedicating minimal time to this. He also owns JAY LAUER'S 680 MAIN STREET BUILDING, LLC since 2015.
Employment History
Current Registrations
Plus Group Wealth Advisors, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Eagle One Investments, LLCBroker
Equity Services, INC.Broker
Fortis Investors, INC.Broker
State Registrations2 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.