Brian Sak
Brian Sak is a CFP, ChFC-designated registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 431 clients with $640M 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% |
Maximum annual fee is 1.00%, billed monthly in arrears based on the average daily balance. Fees are negotiable.
Fee Estimator
Location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2014Employment Separation After Allegations
January 2014Regulatory
December 2013Other Business ActivitiesSells Insurance
Brian is a licensed insurance agent since 2014 and a partial owner of Granite Harbor Group insurance affiliate, dedicating about 10-20% of his time. He is also the President/Secretary of Last Diamond Hunting Group, LLC, and a passive investor in +2 Investment Club 1, LLC.
Employment History
Current Registrations
Granite Harbor Advisors, INC.
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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