Granite State Retirement Planning provides investment advisory services to individuals and other clients. Services include comprehensive portfolio management, financial planning using The Protected Retirement Process®, educational seminars, retirement plan consulting for employers, and referrals to third-party money managers. The firm does not typically allow clients to impose restrictions on investments.
Assets Under Management$140M
Clients128
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Granite State Retirement Planning offers comprehensive portfolio management where they manage your investments. The annual fee ranges from 0.50% to 2.00% of your portfolio's value, billed quarterly in advance.
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