Granite Islands Private Wealth, LLC is a registered investment adviser headquartered in Branford, Connecticut, offering tailored investment management and financial planning services. The firm designs personalized portfolios using a variety of asset classes and investment strategies, including technical analysis, relative strength analysis, fundamental analysis, and modern portfolio theory. In addition to continuous portfolio management, Granite Islands provides financial consulting covering performance reporting, investment planning, retirement planning, education planning, and business and personal financial planning. The firm serves a diverse client base, including individuals, high-net-worth individuals, trusts, estates, and retirement plans, operating on a discretionary basis to align investment strategies with each client's specific objectives and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual management fee ranges up to 1.75% and is assessed quarterly in arrears. Fees can be structured as a fixed flat percentage, a fixed flat dollar amount, or a tiered schedule.