How does GREAT LAKES LEGACY GROUP, LLC Help Clients: Key Takeaways
The financial experts at GREAT LAKES LEGACY GROUP, LLC have years of experience helping clients navigate their financial situations. They provide personalized and comprehensive financial planning services to help clients achieve their financial goals and secure their future. Here are the key takeaways to help you understand how they can assist you in managing your finances.
Facts and Insights
GREAT LAKES LEGACY GROUP, LLC boasts impressive numbers that reflect their expertise and success in the financial industry. As of 2021, their assets under management (AUM) total over $100 million, and they currently have 10 advisors on their team. With over 15 years in business, the firm has a long-standing reputation for providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2006 | $100 million+ | 10 |
Financial Services Offered
The team at GREAT LAKES LEGACY GROUP, LLC offers a wide range of financial services to meet the diverse needs and goals of their clients. Some of their main offerings include retirement planning, investment management, estate planning, and insurance services. They also provide ongoing support and guidance to help clients adjust their financial plans as needed.
Client Types
The firm caters to a variety of clients, including individuals, families, and small business owners. They work closely with each client to create customized financial plans that align with their unique needs and objectives. Whether you are planning for retirement, saving for your children’s education, or growing your business, GREAT LAKES LEGACY GROUP, LLC has the expertise and resources to assist you.
Fees & Compensation
GREAT LAKES LEGACY GROUP, LLC operates on a fee-based compensation model. This means that they charge a percentage of the client’s AUM as their compensation, which is generally in the range of 1-2%. This fee structure aligns their interests with their clients’ and ensures that the firm is always working in their clients’ best interests.
Background
The team at GREAT LAKES LEGACY GROUP, LLC comprises highly qualified and experienced financial professionals. With a combined experience of over 50 years, the advisors at the firm have a deep understanding of the financial industry and can provide sound advice and strategies. They strive to continuously improve their knowledge and skills to stay up-to-date with the ever-changing financial landscape.
Financial Advisor Disclosures to Know
As with any financial firm, it is crucial to be aware of any potential conflicts of interest or required disclosures. GREAT LAKES LEGACY GROUP, LLC operates under a fiduciary standard, meaning they are legally required to act in their clients’ best interests. They have no disclosures listed on their Form ADV, indicating that they have a clean record and prioritize their clients’ needs above all else.