Katherine Lauer
Katherine Lauer is a registered investment advisor at The High Net Worth Advisory Group, LLC, based in Naples, FL, with 2 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 426 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on factors such as the amount of assets, range of investments, and complexity of the Client’s financial circumstances.
Fee Estimator
Location
8880 Tamiami Trail North, Naples, FL, 34108
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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
The High Net Worth Advisory Group, LLC
State Registrations1 state
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