Great Lakes Retirement Solutions, Inc. is a registered investment advisor based in Saginaw, Michigan, owned and operated by Matthew Starke. The firm offers personalized portfolio management, financial planning, and recommendations for third-party investment advisors. Great Lakes Retirement Solutions helps clients evaluate their financial needs, goals, and risk tolerances to build customized investment strategies using Modern Portfolio Theory and asset allocation. In addition to managing portfolios directly on a discretionary or non-discretionary basis, Great Lakes Retirement Solutions can partner with third-party money managers such as Matson Money, Sowell Management Services, and AssetMark. Clients also have access to standalone financial planning services covering retirement, tax, estate, and cash management, as well as insurance products through Mr. Starke's separate insurance license.
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.