Great Lakes Wealth, Llc
Northville, Michigan
5.0
3 Reviews
Great Lakes Wealth, LLC is a small investment advisory firm based out of Northville, MI. With one office, the company has established itself as a trusted partner in the financial services industry. Comprised of eight dedicated professionals, including four investment advisors, Great Lakes Wealth, LLC consistently delivers exceptional results to its clients. The firm boasts an impressive average of approximately $28,140,000 in assets under management per investment advisor, indicating their expertise and ability to handle substantial portfolios. Their compensation structure encompasses various types, such as a percentage of assets...
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Assets Under Mgmt

$112.56M

Investment Professionals

4

Locations

0

% 401K & Individual

70%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other Business Activities
Registered representative of a broker-dealer
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