When you do better, we do better. Period.
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.
Inactivity charges? IRA fees? Annual account charges? In a word: no. Granite Wealth clients don’t get nickeled and dimed by hidden costs.
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 Granite Wealth clients receive personally tailored, long-term planning advice along with our “Always On Duty” daily portfolio monitoring and management.
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 and Expenses
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