Granite Harbor Advisors is a registered investment advisor based in Houston, Texas, offering a wide array of financial services to individuals, families, trusts, and businesses. The firm provides portfolio and wrap fee management, creating tailored portfolios consisting of stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. In addition to managing investments, Granite Harbor Advisors offers comprehensive financial planning and consulting covering retirement, estate, tax, charitable, and education planning, as well as real estate and insurance analysis. The firm also provides retirement plan consulting services to employer-sponsored plans. Granite Harbor Advisors tailors its strategies to meet each client's specific financial goals, risk tolerance, and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, billed monthly in arrears based on the average daily balance. Fees are negotiable.