Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Wintrust Wealth Management discloses a tiered schedule starting at 1.00% in its Form ADV Part 2A (September 3, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (September 3, 2026): “Maximum Allowable Fee as a Percent of Market Value Investment Strategy Account Size Annual Fee Rate Minimum Equity, Balanced, and Fixed Income $1 Million $1 to $5 Million $5 to $10 Million $10 to $25 Million $25 Million + 1.00% 0.75% 0.50% 0.35% 0.25% $1 Million”
Note: CRD 110757 is confirmed ACTIVE and SEC registered via a live IAPD lookup performed this session. Great Lakes Advisors’ own Form ADV Part 2A brochure states $15,870,645,674 in discretionary and $287,384,697 in non-discretionary regulatory assets under management as of December 31, 2025, a combined total near $16.16 billion. The priced schedule is the firm’s own Private Wealth Direct program for individual and high net worth clients, marketed under the Wintrust Wealth Management brand, distinct from Great Lakes Advisors’ much larger Institutional Services fee schedules described in the same Item 5.
- $1 Million: 1.00%
- $1 to $5 Million: 0.75%
- $5 to $10 Million: 0.50%
- $10 to $25 Million: 0.35%
- $25 Million +: 0.25%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $17,500 | 0.88% |
Great Lakes Advisors prices its Private Wealth Direct accounts on a stepped schedule that starts at 1.00% on the first million dollars and steps down through 0.75%, 0.50%, 0.35%, and 0.25% as the balance rises past each breakpoint; the schedule carries a stated one million dollar minimum account size rather than a minimum dollar fee, so nothing floors the figures below. Each balance shown is priced by applying the marginal rate to the portion of assets falling in each bracket.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Wintrust Wealth Management’s own published rate runs $5,000 a year.
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- Form ADV Part 2A (September 3, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057263
- SEC Investment Adviser Public Disclosure, Great Lakes Advisors, LLC (CRD #110757): https://adviserinfo.sec.gov/firm/summary/110757
- Great Lakes Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/110757/PDF/110757.pdf
Methodology. This page was built September 28, 2026, drawing on Wintrust Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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