David Andresen
David Andresen is a registered investment advisor at Granite Capital Wealth Management LLC, based in Huntington Beach, CA, with 5 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. Their firm serves 45 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Capital Wealth Management (GCWM) offers two investment management fee structures:
- "The Keystone" Options Income Strategy: 2.98% of your portfolio per year, billed quarterly. This strategy has a $500,000 minimum initial investment.
- Custom-Tailored Portfolio with Performance Fee: 1.50% base management fee per year, billed quarterly in advance, plus an annual performance fee equal to 15% of the net returns of the account.
Location
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is the co-owner of Aladdan Construction Corp. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Granite Capital Wealth Management LLC
State Registrations3 states
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