Granite Capital Wealth Management (GCWM) manages investment portfolios for individuals, high-net-worth individuals, and businesses. GCWM specializes in an options income strategy called "The Keystone," which is designed for sophisticated investors seeking higher returns. GCWM also offers custom-tailored portfolios with performance-based fees for qualified clients. GCWM may also serve as a sub-advisor to other investment advisory firms.
Assets Under Management$30M
Clients45
Advisors3
Avg. per Client$670K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Granite Capital Wealth Management (GCWM) offers two investment management fee structures:
- "The Keystone" Options Income Strategy: 2.98% of your portfolio per year, billed quarterly. This strategy has a $500,000 minimum initial investment.
- Custom-Tailored Portfolio with Performance Fee: 1.50% base management fee per year, billed quarterly in advance, plus an annual performance fee equal to 15% of the net returns of the account.
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