GREAT LAKES RETIREMENT, INC.
Sandusky, Ohio
1.0
1 Review
Great Lakes Retirement, Inc. is a highly reputable local investment advisory firm based out of Sandusky, Ohio, with four offices. With over 1,300 individual clients and a staggering $624,938,000 in assets under management, they have established themselves as a trusted partner in helping individuals plan for a secure retirement. As an experienced insurance broker or agent, Great Lakes Retirement, Inc. offers comprehensive services to cater to the diverse needs of their clients. They have proven expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management coming from these sou...
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Assets Under Mgmt

$624.94M

Investment Professionals

10

Locations

3

% 401K & Individual

64%

% Discretionary

92%
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
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.