Lauer Capital Management LTD
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Overview
Lauer Capital Management LTD operates as a financial advisor firm headquartered in Sioux Falls, South Dakota. It handles $276.9 million in total assets over 98 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small group, including 1 financial advisor. Lauer Capital Management LTD is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as equities, options and bonds.
Lauer Capital Management LTD manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions without requiring the client's authorization. Lauer Capital Management LTD manages an average of $2.8 million in assets for each client account. The average advisor at Lauer Capital Management LTD manages about 98 client accounts.
Lauer Capital Management LTD's headquarters is located at 1720 S. Spring Avenue, Sioux Falls, South Dakota 57105. It is legally permitted to provide services to investors in the state of South Dakota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lauer Capital Management LTD by the Numbers
$276.9 million
3
98
$2.8 million
Fee Structure
Financial advisory fees largely vary depending on the financial services offered. Fee types charged by Lauer Capital Management LTD likely consist of some blend of the following fee structures: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
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 firm provides services to retail investors and high net worth investors. Out of its 98 accounts, Lauer Capital Management LTD's biggest client type by number of accounts is high net worth investors, although it also manages money for 53 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 56.38%
- Other Individuals - 43.62%
- 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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