Granite Bay Wealth Management offers client-centered asset management and financial planning. They determine client needs, goals, and risk tolerance through consultations and risk profiles. They research investment options and prepare asset allocations. Clients can choose integrated asset management and financial planning or standalone financial planning. GBWM also provides retirement plan consulting services. Engagements are tailored to individual client needs, and clients may place reasonable restrictions on asset management.
Fee Structure
Granite Bay Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.50% per year. The fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Other factors affecting fees include the size of the account and complexity of asset structures. In limited circumstances, GBWM may charge additional fees for extraordinary planning or consultation services, which will be disclosed in writing beforehand.