John Lauer is a CFP-designated registered investment advisor at Jwl & Associates, INC., based in Hot Springs Village, AR, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 5 clients with $2.2M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Hot Springs Village, AR
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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 involved with Hot Springs Financial Services in two non-investment related roles: financial planner and sub accounting group. These activities take about a quarter of his time.
Employment History
Current Registrations
Jwl & Associates, INC.
Previous Registrations
Hot Springs Asset Management, INC.
State Registrations1 state
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