Geoffrey Edelstein
Geoffrey Edelstein is a CFA-designated registered investment advisor at Granite Investment Partners, LLC, based in El Segundo, CA, with 13 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,491 clients with $2.4B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Schedule shown is for individually managed client accounts (equity and balanced). Fixed income accounts have a different schedule: First $0-$5M: 0.40%, Next $5-$10M: 0.30%, Remaining > $10M: 0.25%.
Fee Estimator
Location
2321 Rosecrans Avenue, Suite 4200, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Granite Investment Partners, LLC
State Registrations2 states
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