Lauer Wealth, LLC provides financial planning, consulting, wealth management, and investment management services. They evaluate a client’s financial situation and design an investment plan to achieve their financial objectives. Services include cash flow forecasting, investment consulting, retirement planning, business consulting, trust & estate planning, tax planning, and option and hedging strategies. Lauer Wealth uses asset allocation models with ETFs, mutual funds, stocks, bonds, and CDs.
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.