Laufer Wealth Management provides investment management by selecting third-party money managers for clients. Laufer assists clients in choosing an appropriate allocation model, completing questionnaires, and reviewing the outside manager. Laufer also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Laufer's recommendations are tailored to each client's individual situation.
Assets Under Management$120M
Clients38
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. The fee schedule includes the Outside Manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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