GLA primarily charges asset-based management fees, billed monthly or quarterly. Fees vary based on account type, size, and other conditions. The standard minimum account size for Private Wealth clients is $1,000,000 for Equity and Balanced accounts and $2,000,000 for Fixed Income accounts. Fees are negotiable and may vary from the general fee schedule. Contracts can be terminated with 30 days' written notice, with pro-rated refunds of unearned fees.
231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604
Get directionsSteven is a partner in Every Magic Seed Holdings and Blue Spruce Properties since 2020, spending minimal time on administrative and business development/property management tasks. He also works full-time as a portfolio manager for Great Lakes Advisors, LLC since August 2023, handling client service and portfolio management.