Thomas Kelley is a registered investment advisor at Granite Harbor Advisors, INC., based in Houston, TX, with 9 years of industry experience. Thomas 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 (1)
Criminal
August 1999Other Business Activities
Thomas's spouse owns an IT consulting company, Kelligent, LLC, and he is a 25% owner. He spends minimal time on this business, occasionally picking up mail or depositing checks.
Employment History
Current Registrations
Granite Harbor Advisors, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, 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.