Joseph Skees
Joseph Skees is a CFP, ChFC-designated registered investment advisor at Granite Bay Wealth Management, LLC, based in Portsmouth, NH, with 30 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 540 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Bay Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.50% per year. The fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Other factors affecting fees include the size of the account and complexity of asset structures. In limited circumstances, GBWM may charge additional fees for extraordinary planning or consultation services, which will be disclosed in writing beforehand.
Location
22 Deer Street, Suite 200, Portsmouth, NH, 03801
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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
Joseph is a managing partner at Granite Bay Wealth Management LLC, dedicating full-time hours to portfolio management and financial planning. He also works as a fixed insurance agent and notary public, dedicating full-time hours and minimal time respectively.
Employment History
Current Registrations
Granite Bay Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
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.