Granite Value Capital is a fee-only registered investment advisor that provides investment management services. Granite Value Capital generally limits its services to discretionary management of investment portfolios. Investment advice is tailored to meet clients' needs and investment objectives. Granite Value Capital monitors portfolios on an ongoing basis and rebalances the portfolio as required.
Assets Under Management$95M
Clients70
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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