EF
CFA
EF
CFA

E Fromelt

16 Years of Experience
Sioux Falls, SD

E Fromelt is a CFA-designated registered investment advisor at Lauer Capital Management LTD, based in Sioux Falls, SD, with 16 years of industry experience. E operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 90 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
90 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$329.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees for investment management are negotiable given the size and complexity of the work involved.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1720 S. Spring Avenue, Sioux Falls, SD, 57105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lauer Capital Management LTD
May 2009 - Present · 16 yrs 11 mos
State Registrations1 state
SD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
E Fromelt - Financial Advisor | TrueAdvisor