Granite Islands Private Wealth provides investment management on a discretionary basis, as well as financial planning and consulting services. They work with individuals, families, and institutions, offering advice on investments held by clients. Financial planning covers areas like retirement, education, and business planning. Clients are not obligated to act on Granite Islands' recommendations or execute transactions through them.
Assets Under Management$230M
Clients467
Advisors4
Avg. per Client$490K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Granite Islands charges an annual management fee based on the value of your investments. The fee can be a flat percentage, a fixed dollar amount, or a tiered schedule. Fees are assessed quarterly. There may be a minimum annual fee. Some services are assessed via hourly rates.
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