Paul Card is a registered investment advisor at Great Lakes Retirement Solutions, INC., based in Midland, MI, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 86 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.25% |
| $10.0M - $100.0M | 0.10% |
| $100M+ | 0.10% |
Fees are negotiable based on account size and/or multiple accounts within the household. There are two fee schedules, the higher of the two was used for this schedule.
Fee Estimator
Location
1201 Wallen Street, Midland, MI, 48642
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Regulatory History
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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Paul is a Certified Public Accountant at Smith & Co, CPA's, PLC, an accounting firm, since 1999. He dedicates a full-time commitment to providing accounting services during trading hours.
Employment History
Current Registrations
Great Lakes Retirement Solutions, INC.
State Registrations1 state
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