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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.

Assets Under ManagementAnnual Service Fee
$100,000 - $499,9991.75%
$500,000 - $999,9991.5%

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

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