We Guarantee Your Satisfaction


Our Fee-Back Guarantee

At Great Lakes Wealth, your satisfaction is….GUARANTEED!

We believe every investor deserves to have a great experience. At Great Lakes Wealth, our commitment to your satisfaction is backed by a Fee-Back Guarantee. First, if for any reason you’re not completely satisfied with your experience at Great Lakes Wealth, just let us know and we’ll work with you to make things right. However, if you are still not satisfied, just request to close your account and we’ll refund the current quarter’s entire fee.¹ You won’t find a Fee-Back Guarantee many places – but you will find it here!

¹If an account has been opened and funded for at least one calendar year (365 Days) and you are not completely satisfied with your experience at Great Lakes Wealth, we will refund any eligible fee related to your concern within the time frames described below. During the process to close your account (either by submitting transfer instructions or requesting your entire account balance to be paid out) Great Lakes Wealth with refund that current quarter’s entire fee – not just the pro-rated, required portion, but the entire quarter’s fee already paid. Only one kind of “Fee” is eligible for this guarantee: (1) The asset- based “Program Fee” for the investment advisory services sponsored by Great Lakes Wealth. Program Fee refund requests must be received during the same calendar quarter that the Fee was charged. Any account fee, including “closing” fees, charged by the custodian (currently Raymond James) WILL NOT be refunded. Raymond James (or any future custodian) is not obligated to the Great Lakes Wealth Fee-Back Guarantee. Program Fees are calculated as a percentage of eligible assets in advisory accounts. For more information about Program Fees, please see the disclosure brochure for Great Lakes Wealth, made available at enrollment or any time at your request. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Great Lakes Wealth. The guarantee is only available to clients enrolled on or after May 1, 2017. Refunds will only be applied to the account charged and will be credited within approximately 1-2 weeks of a valid request. No other charges or expenses and no market losses will be refunded. Great Lakes Wealth reserves the right to change or terminate the guarantee at any time. Guarantee is effective May 1, 2017.