Granada Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Granada provides customized investment advisory solutions that typically include financial planning activities in addition to investment management. Granada works with clients to identify their investment goals, risk tolerance, and financial situation to develop an appropriate investment strategy.
Fee Structure
Granada Wealth Management focuses on providing comprehensive financial planning and investment management for a fixed annual fee, ranging from $3,000 to $18,000. The fee is based on the complexity of your financial situation and the services you need. Fees are charged quarterly, in advance. There may be legacy clients with a different fee that is no longer offered by the firm.