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, 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
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.
Learn about disclosures →Other Business Activities
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
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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