Lauer Capital Management Ltd. is an independent registered investment advisor. The firm manages investment portfolios of publicly-traded stocks and bonds, mutual funds, and exchange-traded funds for individuals, corporations, and institutions. Lauer Capital works with clients to develop a written investment policy tailored to their objectives, risk tolerance, and time horizon. Clients can place restrictions on specific securities used in their portfolios.
Assets Under Management$330M
Clients90
Advisors2
Avg. per Client$3.7M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees for investment management are negotiable given the size and complexity of the work involved.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...