Granite Investment Partners offers investment advice to institutions like employee benefit plans, foundations, and high-net-worth individuals. Granite manages accounts based on the client's risk tolerance, investment goals, and any specific restrictions. Granite offers equity, balanced, and fixed income portfolios, investing in domestic and foreign companies, U.S. Treasury and Agency debt, corporate bonds, mortgage-backed securities, and municipal debt. Granite also manages a private fund.
Assets Under Management$2.4B
Clients1,491
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$2.4B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Schedule shown is for individually managed client accounts (equity and balanced). Fixed income accounts have a different schedule: First $0-$5M: 0.40%, Next $5-$10M: 0.30%, Remaining > $10M: 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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