Granite Rose Wealth Alliance offers wealth management services, including financial planning and investment management, to individuals, high net worth individuals, and small businesses. Granite Wealth invests client accounts in certain percentages amongst numerous asset classes primarily utilizing well known and diversified Exchange Traded Funds (“ETFs”) in order to maximize client’s investment returns while achieving lower volatility within pre-determined risk parameters. Granite Wealth customizes portfolios to the specific needs of its clients and client’s may impose restrictions on investing in certain securities or types of securities.
Assets Under Management$21M
Clients88
Advisors1
Avg. per Client$240K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees may be negotiable. No fees will exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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