Lauer Wealth, LLC offers customized investment management, wealth management, and financial planning services. Lauer Wealth builds personalized portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, certificates of deposit, and options for risk management. In addition to managing investments, Lauer Wealth provides comprehensive financial planning and consulting covering retirement planning, cash flow forecasting, tax planning, trust and estate planning, insurance analysis, and business consulting for small business owners. Lauer Wealth tailors its strategies to meet each client's specific risk tolerance, time horizon, and goals, operating as a registered investment advisor with discretionary authority over client accounts.
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% |
Fees are negotiable based on factors such as anticipated future additional assets, value of assets, and pre-existing relationships.