Great Lakes Wealth, LLC

Assets Under Management

$143.2M

Number of Clients

238

Number of Advisors

2

Average Client AUM

$601K

AUM per Advisor

$71.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Great Lakes Wealth offers asset management, comprehensive portfolio management, and financial planning & consulting. Services are tailored to client needs and goals, with regular account supervision and rebalancing. They utilize third-party managers and offer various planning services.

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location

22260 Haggerty Road, Suite 160, Northville, MI, 48167

2 Advisors at this firm