Granite Wealth Management offers personalized investment management and financial planning services. Investment management is provided on a discretionary basis, either through active management by Granite Wealth advisors or through model portfolios managed by third parties. Financial planning involves creating a written plan based on the client's goals and timeline. Consulting services are available for specific needs or on an as-needed basis, paid through a flat or hourly fee. Services are tailored to each client's individual needs and goals.
Fee Structure
Granite Wealth charges a fee based on the value of your portfolio, ranging from 0.25% to 2.00% per year. The specific fee depends on factors like the size of your account and the complexity of your assets. This fee is deducted from your account monthly, in advance.