Blue Granite Capital is a registered investment advisor that provides portfolio management services. At the beginning of the client relationship, Blue Granite Capital works with the client to develop a financial outline and investment plan based on the client's financial circumstances, goals, and risk tolerance. Blue Granite Capital manages client investment portfolios on a discretionary basis.
Assets Under Management$110M
Clients40
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...