Pricing

Granite Wealth is a Fiduciary
As a Registered Investment Advisor, we are held to the highest fiduciary standard of care. We do not sell any proprietary products or accept fees from investment managers for recommending their products. We always put your interests first.
Fees, Eliminated
Inactivity charges? IRA fees? Annual account charges? In a word: no. Granite Wealth clients don’t get nickeled and dimed by hidden costs.
Efficiency, Always in Focus
Our custodian is a low-cost trading leader. We use low-fee funds that can save clients up to .4% annually. We look for every edge on your behalf.
All The Investment Services You Need in One Package
All Granite Wealth clients receive personally tailored, long-term planning advice along with our “Always On Duty” daily portfolio monitoring and management.
Assets Under Management | Annual Service Fee |
---|---|
<$100,000 | 2% |
$100,000 - $499,999 | 1.75% |
$500,000 - $999,999 | 1.5% |
$1MM+ | 1.25% |
For account values of $5 million+, fees are negotiable.
All account managed fees are billed monthly in advance.
*Legacy positions that are long-term, are not going to be sold or managed can be excluded from the AUM calculation (include options exercise). Similar arrangements can be made for the exercise of employer stock options.
Additional Services
Advice For Your 401(k)
Wondering which funds to select in your employer plan? Our Rock Solid 401(k) solution may be just what you need
Sensible Estate Planning
Need a will or trust? Our simple and cost-effective solutions are designed to help you create the right plan for your family