Gregory Shaw is a CFP-designated registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 17 years of industry experience. Gregory 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 Activities
Gregory is the owner of Brazos Property Solutions LLC, a real estate purchase and resell business, since 2019. He spends a few hours per week on this activity.
Employment History
Current Registrations
Granite Harbor Advisors, INC.
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.