Joseph Fuqua is a registered investment advisor at Granite Capital, based in Oakland, CA, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 87 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable at Granite's discretion. The percentage of assets under management charged to clients ranges from 0.50% to 1.50% and varies depending on account size.
Fee Estimator
Location
5707 Redwood Rd., Suite 3, Oakland, CA, 94619
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Granite Capital
State Registrations1 state
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