"No Fee" Investment Offer
Great Lakes Wealth “No Fee” Investment Offer – Begins May 1st, 2020
Great Lakes Wealth is proud to announce a “No Fee” investment promotion – offering up to one year of account management with ZERO FEES! With the unprecedented market drop and to encourage people to take advantage and invest in their futures during these difficult times, we believe this is a way GLW can give back to our community in an impactful way – saving clients hundreds to thousands of dollars in management fees AND incentivizing investors to take advantage of a potentially attractive entry point into the market. We are also including a free goals-based financial plan to any new or existing clients during this promotion. This pandemic has exemplified, among other things, the importance of having a financial safety net, a plan, and a willingness to help our neighbors in times of crisis.
The Details – This is a limited time offer available from May 1 - June 30, 2020. Promotion waives management, consultation, and financial planning fees for up to one year. This applies only to new money added.
- New Clients – Minimum deposit $100K into any of our 8 traditional investment models:
- Existing Clients – Adding a minimum $50K into a new GLW account, into any of our 8 traditional investment models:
- Existing Clients – Refer us a new, qualifying client (detailed above) and receive no fees on the account of your choice thru 9/30/2020. Each qualified referral will allow for an additional one GLW account fee waiver.
- Both New & Existing Clients – A free goals-based financial plan review, including retirement planning, college planning, insurance planning, or estate planning is available once account is funded.
- This promotion is not valid with any other offers and is non-transferable.
- Available to U.S. residents only.
For additional information or to sign up, please email deweysteffen@greatlakeswealth.us or stephenbartus@greatlakeswealth.us or brucepalen@greatlakeswealth.us. You can also call our office at (248) 378-1200 to speak with them directly.