Lauer Capital Management LTD
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Overview
Lauer Capital Management LTD is located at 1720 S. Spring Avenue, Sioux Falls, SD. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Lauer Capital Management LTD is not a registered broker-dealer.
Lauer Capital Management LTD oversees $306.2 million in assets under management across 98 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to retail investors and high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Lauer Capital Management LTD includes asset-based and hourly fees. The firm has 56 high net worth clients.
Lauer Capital Management LTD is registered in the state of South Dakota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lauer Capital Management LTD by the Numbers
$306.2 million
3
98
$3.1 million
Fee Structure
Fees for financial advisory services largely vary depending on the financial services offered. Fees charged by Lauer Capital Management LTD most likely consist of some combination of the following fee types: asset-based or hourly.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 2 clients, Lauer Capital Management LTD's biggest client group by number of accounts is high net worth investors, though it also serves 56 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 59.57%
- Other Individuals - 40.43%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lauer Capital Management LTD does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lauer Capital Management LTD
Sioux Falls, SD
Sioux Falls, SD
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