Sharper & Granite offers investment advisory services, specializing in comprehensive portfolio management. This includes asset management and assistance with investment-related challenges like determining cash flow needs, retirement option evaluations, and portfolio projections. Sharper & Granite meets with clients to understand their financial situation, goals, and risk tolerance, then creates a suitable investment approach using stocks, bonds, ETFs, mutual funds, and other securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$320M
Clients131
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.80% |
| $200K - $400K | 1.70% |
| $400K - $800K | 1.60% |
| $800K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $4.5M | 1.00% |
| $4.5M+ | 1.00% |
Fees are negotiable for accounts over $4,500,001. "Fixed Income" or "Principal Preservation" portfolios may be offered at lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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