John Zaro is a registered investment advisor at Granite Wealth Management LLC, based in Plymouth, MA, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 156 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Wealth charges a fee based on the value of your portfolio, ranging from 0.25% to 2.00% per year. The specific fee depends on factors like the size of your account and the complexity of your assets. This fee is deducted from your account monthly, in advance.
Location
32 Court Street, 2nd Floor, Plymouth, MA, 02360
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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 Wealth Management LLC
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
State Registrations2 states
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