Granite Harbor Advisors offers investment advisory services to individuals, families, and businesses. These services include creating and managing investment portfolios, and providing financial planning and consulting on topics like retirement, estate, tax, and education planning. Granite Harbor Advisors also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$560M
Clients398
Advisors11
Avg. per Client$1.4M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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.
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