Great Lakes Investment Advisors (GLI) refers clients to third-party money managers, acting as a liaison between the client and the manager. GLI also offers consulting services to clients regarding their self-managed assets, providing quarterly advice. GLI does not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Great Lakes Investment Advisors does not directly manage client investments. Instead, GLI refers clients to third-party money managers. Clients will pay the third-party money manager's fees, which will be disclosed to you before you sign an agreement. GLI receives a portion of these fees as a referral fee.
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