Great Lakes Benefits and Wealth Management (GLB) provides ongoing investment portfolio management based on each client's goals, risk tolerance, and time horizon. GLB also offers financial planning services covering areas like retirement, college, and tax planning. GLB creates an Investment Policy Statement for each client to help select a suitable portfolio. GLB may request authority to make trades without asking first.
Assets Under Management$61M
Clients275
Advisors2
Avg. per Client$220K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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