Great Lakes Advisors (GLA) provides investment advice and manages portfolios for individuals, institutions, and other advisors. GLA offers various U.S. equity, international equity, balanced, and fixed income strategies. GLA can manage investments with discretion, meaning they can make trades without asking you first, or without discretion. GLA also offers financial planning services covering cash flow, retirement, tax, risk management, education funding, and estate planning.
Assets Under Management$15B
Clients2,123
Advisors18
Avg. per Client$7.2M
Avg. per Advisor$850M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable. The standard minimum account size is $1,000,000 for Equity and Balanced accounts; and $2,000,000 for Fixed Income accounts. For purposes of the minimum account size and the overall fee charged, related accounts may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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