Granite Financial Group (GFG) provides investment management services, including access to LPL Financial programs. GFG also offers ERISA plan services to retirement plans. Additionally, GFG provides financial planning and consulting services, covering areas like estate planning, investments, taxes, and retirement income. Clients can impose restrictions on investments.
Assets Under Management$190M
Clients252
Advisors2
Avg. per Client$740K
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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