John Lauer is a registered investment advisor at Lauer Wealth Management, based in Valparaiso, IN, with 10 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, 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
John is a partner in Lauer Holdings, LLC, a family-owned commercial rental building, dedicating a few hours per week. He also assists family and friends with tax preparation about 10-20% of his time and works as an adjunct professor teaching taxation at North Park University a few hours per week.
Employment History
Current Registrations
Lauer Wealth Management
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
State Registrations2 states
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