Red Granite Wealth Management (RGWM) offers portfolio management based on individual client goals, objectives, and risk tolerance. They create an Investment Policy Statement for each client. RGWM also provides pension consulting services and financial planning, including investment, life insurance, tax, retirement, college, and debt/credit planning. RGWM uses a sub-advisor agreement with SEI Investments Management Corporation (SIMC) to allocate client assets for participation in SIMC’s Sub-Advised Program.
Assets Under Management$8M
Clients33
Advisors1
Avg. per Client$240K
Avg. per Advisor$8M
www.linkedin.com/company/red-granite-wealth ·redgranitewealth.com ·www.linkedin.com/in/jaredmeyerrgwm
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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