Plans for every investor
At Great Lakes Wealth, we offer a simple and transparent, competitive flat fee based on your portfolio’s size. It is designed to be easy to understand and put your interests first.
|Asset Break Points||Annual Percentage of Assets Charged|
|$0 to $249,999||1.25%||2.00%||2.25%|
|$250,000 to $499,999||1.00%||1.50%||1.75%|
|$500,000 to $999,999||0.75%||1.00%||1.25%|
|$1,000,000 to $2,499,999||0.65%||0.90%||0.95%|
|$2,500,000 to $4,999,999||0.55%||0.80%||0.85%|
|$5,000,000 to $9,999,999||0.45%||0.65%||0.70%|
|$10,000,000 to $14,999,999||0.30%||0.40%||0.55%|
Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance based on the value of your account on the last day of the previous quarter. Fees are negotiable and will be deducted from your managed account. Exceptions to this fee schedule may be made on a case-by-case basis. Rarely, we will agree to directly bill clients.
Please visit our Form ADV Part 2A App1 – Wrap Fee Program Brochure for additional details.