Granite Wealth Management

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 Adviser Fee Amount Frequency Fee is Charged Services
Assets Under Management Fee Based on assets under management. The fee range charged by the firm is .25% - 2.00% Monthly in advance Portfolio Management for individuals and/or small businesses
Hourly Fee $350-$500/hour Invoiced not less than monthly Financial Planning Services
Subscription Fee N/A N/A N/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 plan Financial Planning Services
Commissions to the Adviser $1,000 - $10,000 Upon execution of a transaction Insurance sales
Performance-based Fee N/A N/A N/A
Other N/A N/A N/A
Fees Charged by Third Parties Fee Amount Frequency Fee is Charged Services
Third Party Money Manager N/A N/A N/A
Robo-Adviser Fee N/A N/A N/A
Talk with your Adviser about fees and costs applicable to you
Additional fees and costs to discuss with your Adviser
Additional Fees/Cost Yes/No Paid To
Brokerage Fees Yes Custodian of account/brokerage firm
Commissions Yes Custodian of account/brokerage firm
Custodian Fees Yes Custodian of Account
Mark-ups Yes Custodian of Account

Mutual Fund/ETF

Fees and Expenses

Yes Fund/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

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

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