John Shubert is a registered investment advisor at Blue Granite Capital, LLC, based in Orlando, FL, with 44 years of industry experience. John 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
Orlando, FL
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Regulatory History (1)
Employment Separation After Allegations
June 2018Other Business Activities
John is a 50% shareholder in two warehouse properties through VanBert Capital, LLC, and a 50% shareholder in Grass Roots Aviators, LLC, which owns a private airplane for personal use. He also personally invests in short-term investment/trading strategies. These activities require minimal time.
Employment History
Current Registrations
Blue Granite Capital, LLC
Previous Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
Corporate Benefits Asset Management, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Quick & Reilly, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Fsc Securities CorporationBroker
Shubert Rizor Securities, INC.Broker
International Assets Advisory CorporationBroker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
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.