Trevor Simon is a registered investment advisor at Granite Bay Wealth Management, LLC, based in Portsmouth, NH, with 2 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 540 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Bay Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.50% per year. The fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Other factors affecting fees include the size of the account and complexity of asset structures. In limited circumstances, GBWM may charge additional fees for extraordinary planning or consultation services, which will be disclosed in writing beforehand.
Location
22 Deer Street, Suite 200, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Granite Bay Wealth Management, LLC
State Registrations2 states
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