Blanchard Granville
Blanchard Granville is a CFP-designated registered investment advisor at Granville Wealth Management, INC., based in Pinehurst, NC, with 40 years of industry experience. Blanchard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at Granville Wealth Management's discretion.
Fee Estimator
Location
Pinehurst, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blanchard has an insurance business since 1987, recommending life insurance and annuities, and earns commissions, spending about 10-20% of his time on it. He is also self-employed in tax preparation since 1990, dedicating about a quarter of his time during tax season, and serves as a trustee or executor for a few accounts since 2007, spending a few hours per week managing financial affairs.
Employment History
Current Registrations
Granville Wealth Management, INC.
Previous Registrations
Mid-Atlantic Securities, INC.
Mai Corporation
Mid-Atlantic Securities, INC.Broker
Mid-Atlantic Securities, INC.Broker
Intercarolina Financial Services, INC.Broker
B.E. Holdridge Securities, INC.Broker
Capital Concepts Securities, INC.Broker
Fsc Securities CorporationBroker
Capital Concepts Securities, INC.Broker
Robert Thomas Securities, INCBroker
Wheat, First Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.