Granite Wealth Advisors offers investment management services to clients based on their financial situation, investment goals, and risk tolerance. They primarily use mutual funds, exchange-traded funds (ETFs), stocks, and bonds in diversified portfolios. Granite Wealth Advisors may also recommend third-party investment advisors. They tailor their advice to each client's needs and can manage accounts with or without the client's prior approval for each transaction.
Assets Under Management$38M
Clients33
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$38M
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Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 1.50% |
Fees are negotiable. The aggregate annual fees charged by Adviser shall not exceed 3% of a client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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