Gene Hamstra is a registered investment advisor at Lauer Wealth Management, based in Valparaiso, IN, with 12 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, 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% |
Wealth Management Program Fees are negotiable and may vary based on a number of factors determined by Lauer Wealth Management, including: anticipated future additional assets, value of assets to be managed, assets in related accounts, account composition, and pre-existing client relationships.
Fee Estimator
Location
196 E 112 S, Valparaiso, IN, 46383
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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 Activities
Gene is the owner and president of Hamstra Mortgage Professionals, originating mortgages as a mortgage broker since 2006. This non-investment related activity takes about half of his time, approximately three hours each day during market hours.
Employment History
Current Registrations
Lauer Wealth Management
Previous Registrations
Compass Financial Advisors LLC
State Registrations1 state
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