Great Lakes Retirement Solutions provides financial advice to individuals, high net worth individuals, and businesses. They offer financial planning to evaluate your financial situation and goals, recommend third-party investment advisors, and manage investment portfolios. Great Lakes Retirement Solutions creates custom portfolios and monitors them based on market conditions and your individual circumstances.
Assets Under Management$39M
Clients86
Advisors4
Avg. per Client$460K
Avg. per Advisor$9.9M
www.greatlakesretirementsolutions.com ·www.facebook.com/greatlakesretirementsolutionsinc ·greatlakesrs.com
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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