Timothy Smith is a CFP-designated registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 29 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 398 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite Harbor Advisors offers asset management services where they create and manage a portfolio of investments tailored to your needs. The annual fee for this service will not exceed 1.00% of the value of your account. Fees are negotiable and are deducted from your account monthly, based on the average daily balance.
Location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a licensed insurance agent and partial owner of Granite Harbor Group insurance affiliate, dedicating about 10-20% of his time to this activity. He is also a limited partner in Yalumba Partners, LP, a real estate partnership, and involved with the Reserve at Sugar Tree POA and Ronald McDonald House Charities, spending minimal time on each.
Employment History
Current Registrations
Granite Harbor Advisors, INC.
Previous Registrations
Lion Street Advisors, LLC
AXA Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.