We Guarantee Your Satisfaction

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!

What fees are covered by the guarantee?

We’ll refund fees included in: 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.

Are any fees not covered by the guarantee?

There are many fees and commissions that are not covered by the guarantee. These include: fees from accounts managed by investment advisors who are not affiliated with Great Lakes Wealth. The guarantee also does not apply to operating expenses charged by mutual funds and ETFs, or interest paid on margin loans. Any account fee, including “closing” fees, charged by the custodian (currently Raymond James) WILL NOT be refunded. No other charges or expenses and no market losses will be refunded.

Who should I contact if I have questions or would like to request a refund?

You can call a Great Lakes Wealth investment professional 24/7 at 855.578.1200. Or, if you currently work with a Great Lakes Wealth advisory team, you can contact them directly.

How long do I have to request a refund under the guarantee?

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.

How long will it take to receive my refund?

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.