Lawrence Dauer is a registered investment advisor at Valoir Wealth LLC, based in Miami, FL, with 23 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 38 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valoir Wealth charges a maximum annual fee of 1.9% for asset management and comprehensive portfolio management services. The specific fee will be outlined in your advisory agreement. Fees are calculated quarterly in advance based on the value of your account on the last day of the previous quarter. Fees are negotiable.
Location
2915 Biscayne Blvd, Suite 200-30, Miami, FL, 33137
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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
Lawrence holds an active Florida resident life insurance license (including annuities and variable contracts) since February 2022. He does not provide insurance products or services and dedicates minimal time to this activity.
Employment History
Current Registrations
Valoir Wealth LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
Spectrum Capital, INC.Broker
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.