Great Lakes Financial Strategies (GLFS) manages investment portfolios and provides financial planning services. GLFS works with clients to create personalized investment plans based on their individual needs and goals. Financial planning services include retirement planning, risk management, college savings, and estate planning. GLFS also offers ongoing financial planning services for a fixed monthly fee.
Assets Under Management$3.4M
Clients16
Advisors1
Avg. per Client$210K
Avg. per Advisor$3.4M
www.greatlakesfs.com ·www.linkedin.com/in/deb-allison-aasby-cdfa%c2%a... ·www.facebook.com/profile.php?id=100091356643130
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are negotiable. GLFS also uses third-party managers, and their fees range from 0.15% to 0.70% depending on the manager chosen.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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