Granite Capital Management is an investment advisory firm providing investment advice and management to individuals, privately held businesses, and charitable organizations. Granite manages investments with the client's objectives and guidelines. Granite seeks to understand each client’s financial situation, risk tolerance, and investment objectives. Clients can specify restrictions on investments.
Assets Under Management$240M
Clients87
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable at Granite's discretion. The percentage of assets under management charged to clients ranges from 0.50% to 1.50% and varies depending on account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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