Ryan Lauer
Ryan Lauer is a PFS-designated registered investment advisor at Barnes Dennig Private Wealth Management, LLC, based in Crestview Hills, KY, with 1 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 166 clients with $100M 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.28% |
Fees are negotiable.
Fee Estimator
Location
2617 Legends Way, Suite 100, Crestview Hills, KY, 41017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Barnes Dennig Private Wealth Management, LLC
State Registrations2 states
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