Granite Rose Wealth Alliance offers personalized wealth management and financial planning services for individuals, high net worth clients, and small businesses. Founded in 2023 and led by Charles Rose, the firm builds customized investment portfolios primarily using diversified exchange-traded funds, mutual funds, and individual securities designed to match each client's specific risk tolerance and goals. Investment strategies range from dividend and growth equity models to active fixed income and alternative income portfolios. In addition to managing investments, Granite Rose Wealth Alliance provides financial planning services covering cash flow analysis, asset allocation reviews, retirement planning, and tax and estate planning strategies. Clients can engage the firm for targeted project-based planning or ongoing continuous planning through its strategic compass framework. The firm operates with a focus on long-term stability and works closely with clients to tailor solutions to their unique financial situations.
Fee Structure
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 are negotiable based on account size, level of planning, and complexity. No fees will exceed 2%.