Granite Group Advisors offers investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, business entities, and pension/retirement plans. Granite Group assists clients with asset allocation and investment selection, recommending independent investment managers. For retirement plans, Granite Group offers ERISA 3(21) and 3(38) fiduciary services. Granite Group does not sell bundled solutions or proprietary products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees may be higher (up to 1.25%) for clients that request personalized services that require additional and extraordinary services such as specialized investment advice regarding particular or private securities. Clients will be charged additional fees of 0.03% multiplied by the market value of their assets under management to access certain administrative and performance reporting tools.