The Simple Choice for Complex Financial Matters
I Go Beyond to Bring Even More Value to Your Everyday Life
Do you want to be involved in your retirement planning, yet don’t want to handle the day-to-day decision making? Do you need someone to turn to for reassurance when the markets get volatile? Do you need a sounding board for retirement planning questions? That’s what I do at Great Lakes Wealth Advisors. I am your source of reason, your sounding board, the person who handles the daily grind of investing for retirement.
Providing Life, Work, and Online Financial Solutions
Investing for Your FutureNo matter if you are just starting saving, building your portfolio for the future, or enjoying retirement, I can assist you to design a straightforward strategy that is focused on your goals.
A company retirement plan can help enhance your company culture, increase recruiting success, and improve employee retention. Talk with us about the value of adding a 401(k), SIMPLE IRA, SEP, or other retirement plan to your employee benefits program.
We primarily act as a fiduciary for our clients. Our assets under management fee structure is as follows (first, next, next):
|Assets Under Management||Fee||Platform Fee|
|$50,000 to 250,000||0.91%||0.40%|
|$250,001 to 500,000||0.87||0.37|
|$500,001 to 750,000||0.84||0.32|
|$750,001 to 1,500,000||0.79||0.27|
|$1,500,001 to $3,500,000||0.70||0.22|
*Manager and internal fund fees vary and are in addition to the above schedule
We may earn commissions on certain products such as insurance, we will disclose when we are utilizing products earning a commission.
Take the first steps towards planning your financial future.
Book a phone call, virtual meeting, in-person meeting or send me an email. This will give us the chance to discuss your situation and see if you are in the right place. If so, there will be a few pieces of crucial information requested from you to continue to the next step.
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