Advisor at Great Lakes Retirement Solutions, Inc.
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Firm
Great Lakes Retirement Solutions, Inc.
Location
Saginaw, MI 48603
Credentials
Series 66
Industry experience
15 years
Matthew Starke is a financial advisor with Great Lakes Retirement Solutions, Inc. in Saginaw, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Great Lakes Retirement Solutions LLC since 2013. Outside of advising, he serves as treasurer for Jolt Credit Union. Great Lakes Retirement Solutions serves individual and institutional clients, offering portfolio management, financial planning, and third-party adviser placement. The firm employs individualized asset allocation based on Modern Portfolio Theory and supports client relationships through ongoing monitoring and periodic reviews.
Based on Great Lakes Retirement Solutions, Inc.
Based on Great Lakes Retirement Solutions, Inc.
Financial planning fixed fees: $197.00 to $997.00 depending on complexity
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.25% $4,000,001 - $10,000,000: 0.15% $10,000,001 - $100,000,000: 0.10%
$75.00 per hour for financial planning (negotiable)
Account minimum: $50,000 Fee-only: Financial planning fees: $197.00 - $997.00 for portfolio analysis; $75.00 per hour for hourly financial planning (negotiable)
2135 N. Center Road, Suite 1
Saginaw, MI 48603
Michigan · Texas
Great Lakes Retirement Solutions LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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