David Becker
David Becker is a ChFC-designated registered investment advisor at Great Lakes Retirement Solutions, INC., based in Saginaw, MI, with 38 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 252 clients with $42M 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 - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable based on account size or household accounts. The firm lists multiple fee schedules; the higher rates from Schedule 2 are reflected here.
Fee Estimator
Location
5090 State St, D101, Saginaw, MI, 48603
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
David is the president of Mid Michigan Teen Challenge, a Christian rehab program, dedicating minimal time. He is also licensed to sell fixed insurance/annuity products and is a member of Tri-City Properties, LLC, managing single-family rentals for a few hours per week.
Employment History
Current Registrations
Great Lakes Retirement Solutions, INC.
Previous Registrations
Securities Equity GroupBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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
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