Great Lakes Wealth, LLC

Great Lakes Wealth, LLC is a financial advisor firm located in Northville, MI, established in 2016 and owned by American Wealth, LLC. The firm specializes in Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting. They offer services tailored to clients based on their investable assets, with different tiers such as Asset Management for clients with assets under $1,000,000, Wealth Management for assets between $1,000,000 and $2,500,000, and Comprehensive Wealth Management for assets over $2,500,000. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm charges fees based on a percentage of assets under management, billed quarterly in advance. They do not charge performance-based fees and do not accept proxy authority to vote client securities. Great Lakes Wealth, LLC does not have a minimum account balance requirement and does not provide financial information in the brochure due to specific criteria not being met. The firm emphasizes a fiduciary duty to act in the best interests of clients and provides a wide array of investment advisory services.