Granville Capital, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Granville Capital manages assets for pooled investment vehicles and offers separately managed accounts. For investment funds, Granville advises on manager selection and asset allocation. For separately managed accounts, Granville offers portfolio management, financial planning, asset allocation, and security selection tailored to the client's objectives.

Assets Under Management$1.1B
Clients32
Advisors5
Avg. per Client$35M
Avg. per Advisor$230M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Granville Capital manages pooled investment vehicles and separately managed accounts. Fees for separately managed accounts are negotiated on a case-by-case basis. Some clients are charged a fixed fee, while others are charged a fee based on the value of their portfolio. These fees are typically billed at the end of each quarter.

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Location

5 Advisors at this firm

Granville Capital, INC. | TrueAdvisor