David Scates is a registered investment advisor at Blue Granite Capital, LLC, based in Denver, CO, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40 clients with $110M 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 | 1.00% |
The annual fee schedule is based on a percentage of assets under management, the complexity of services, or other factors and ranges from 0.50% to 1.00%. Blue Granite Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Blue Granite Capital deems it appropriate under the circumstances.
Fee Estimator
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue Granite Capital, LLC
State Registrations1 state
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