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<b>We Sit on Your Side of the Desk</b>

We Sit on Your Side of the Desk

When you do better, we do better. Period.

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.

Table of Fees for Services

Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about [insert firm name] advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.

Fees Charged by Investment AdviserFee AmountFrequency Fee is ChargedServices
Assets Under Management FeeBased on assets under management. The fee range charged by the firm is .25% - 2.00%Monthly in advancePortfolio Management for individuals and/or small businesses
Hourly Fee$350-$500/hourInvoiced not less than monthlyFinancial Planning Services
Subscription FeeN/AN/AN/A
Fixed Fee$1,000-$15,000 (depending on the scope of the engagement)Upon agreement with the client – typically ½ up front and ½ upon delivery of the financial planFinancial Planning Services
Commissions to the Adviser$1,000 - $10,000Upon execution of a transactionInsurance sales
Performance-based FeeN/AN/AN/A
Fees Charged by Third PartiesFee AmountFrequency Fee is ChargedServices
Third Party Money ManagerN/AN/AN/A
Robo-Adviser FeeN/AN/AN/A
Talk with your Adviser about fees and costs applicable to you

Additional fees and costs to discuss with your Adviser
Additional Fees/CostYes/NoPaid To
Brokerage FeesYesCustodian of account/brokerage firm
CommissionsYesCustodian of account/brokerage firm
Custodian FeesYesCustodian of Account
Mark-upsYesCustodian of Account

Mutual Fund/ETF

Fees and Expenses

YesFund/ETF sponsor

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

Learn more

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

Learn more

To learn how to get started with Granite Wealth Management, set up a call with one of our advisors:

Schedule a Call