Stephen Tanner
Stephen Tanner is a CFA-designated registered investment advisor at Granite Hill Capital Management, LLC, based in Ridgefield, CT, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.35% |
| $1.0M - $2.0M | 0.20% |
| $2M+ | 0.20% |
Fees negotiable on assets above $2,000,000.
Fee Estimator
Location
Ridgefield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Granite Hill Capital Management, LLC
State Registrations1 state
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