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Lauer Wealth Management
Valparaiso, Indiana
3.5
2 Reviews
Lauer Wealth Management, based in Valparaiso, IN, is a small investment advisory firm with a team of three dedicated employees. With a focus on investment advisory services, the firm has built a reputation for providing exceptional financial guidance to their clients. Their investment advisors boast an average of $58,410,000 in assets under management, which aligns with the industry average. Lauer Wealth Management's compensation structure is diverse, encompassing a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients.
With over 290 individual clients, Laue...see more
Assets Under Mgmt
$120.59M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Other Business Activities
- Accountant or accounting firm
Reviews for Lauer Wealth Management
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