Granite Financial Advisors provides financial planning and investment management services. Financial planning includes debt management, investment plans, and budget reduction plans. Investment management offers three plans: Maintenance, Simple, and Comprehensive, each tailored to different client needs and investment objectives. Granite Financial Advisors also offers additional investing services such as investment selection, college planning, tax minimization, charitable giving strategies, and youth retirement plans.
Assets Under Management$1.8M
Clients11
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This is the fee for the Maintenance Plan. Simple Plan is 0.75% and Comprehensive Plan is 1.00%. Fees may be negotiable based on client circumstances and needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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