Great Lakes Financial Companies works with clients to understand their financial situation and goals. Based on this, Great Lakes recommends a diversified investment portfolio, typically consisting of exchange-traded funds and mutual funds, and provides ongoing management. Clients can place reasonable restrictions on investments. Great Lakes does not offer financial planning services or wrap fee programs.
Assets Under Management$11M
Clients71
Advisors1
Avg. per Client$150K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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