Granville Wealth Management, based in Pinehurst, North Carolina, offers investment advisory services to individuals. These services include reviewing client investment objectives, recommending asset allocation strategies across various investment products, and preparing written investment strategies tailored to client needs. Clients can specify restrictions on investments. Granville Wealth Management provides both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$67M
Clients67
Advisors1
Avg. per Client$1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at Granville Wealth Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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